SOA Wealth Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.9K	Buy	390 +2	+0.5%	+$107	﹤0.01%	470
2025 Q4	$17.3K	Buy	388 +2	+0.5%	+$89	﹤0.01%	526
2025 Q3	$17.2K	Buy	386 +4	+1%	+$175	﹤0.01%	544
2025 Q2	$16.2K	Buy	382 +2	+0.5%	+$83	﹤0.01%	539
2025 Q1	$17.7K	Sell	380 -4	-1%	-$180	﹤0.01%	491
2024 Q4	$16.5K	Buy	384 +10	+3%	+$454	﹤0.01%	483
2024 Q3	$16.4K	Buy	374 +4	+1%	+$179	﹤0.01%	483
2024 Q2	$16.9K	Buy	370 +2	+0.5%	+$93	﹤0.01%	463
2024 Q1	$17.3K	Buy	368 +4	+1%	+$172	﹤0.01%	462
2023 Q4	$15.3K	Sell	364 -14	-4%	-$599	﹤0.01%	467
2023 Q3	$17K	Buy	378 +20	+6%	+$875	﹤0.01%	449
2023 Q2	$14.5K	Buy	358 +2	+0.6%	+$81	﹤0.01%	481
2023 Q1	$14.7K	Buy	356 +4	+1%	+$171	﹤0.01%	476
2022 Q4	$15.4K	Sell	352 -188	-35%	-$8.18K	﹤0.01%	452
2022 Q3	$19K	Buy	540 +8	+2%	+$303	0.01%	405
2022 Q2	$19K	Buy	532 +4	+0.8%	+$160	0.01%	396
2022 Q1	$20K	Buy	528 +6	+1%	+$208	﹤0.01%	470
2021 Q4	$14K	Buy	522 +6	+1%	+$170	﹤0.01%	517
2021 Q3	$13K	Buy	516 +6	+1%	+$149	﹤0.01%	538
2021 Q2	$13K	Buy	510 +274	+116%	+$7.13K	﹤0.01%	539
2021 Q1	$5K	Buy	236 +4	+2%	+$92	﹤0.01%	637
2020 Q4	$5K	Buy	+232	New	+$4K	﹤0.01%	617