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Steward Partners Investment Solutions’s Energy Select Sector SPDR Fund XLE Stock Holding History

Steward Partners Investment Solutions’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$6.72M Sell
71,160
-105,184
-60% -$9.93M 1.13% 20
2023
Q4 		$14.8M Buy
+176,344
New +$14.8M 6.17% 3