Stonebridge Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,229	Closed	-$115K	–	963
2025 Q1	$115K	Sell	1,229 -1,633	-57%	-$153K	0.01%	284
2024 Q4	$245K	Buy	+2,862	New	+$245K	0.03%	209