Sumitomo Mitsui Financial Group’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	$318K	Buy	5,189 +2,589	+100%	+$139K	0.01%	123
2025 Q4	$116K	Buy	2,600 +1,300	+100%	+$57.9K	﹤0.01%	139
2025 Q3	$58.1K	Sell	1,300 -120	-8%	-$5.25K	﹤0.01%	141
2025 Q2	$60.2K	Sell	1,420 -1,830	-56%	-$76.2K	﹤0.01%	179
2025 Q1	$152K	Sell	3,250 -1,970	-38%	-$88.8K	﹤0.01%	123
2024 Q4	$224K	Sell	5,220 -1,710	-25%	-$77.7K	﹤0.01%	112
2024 Q3	$304K	Buy	6,930 +400	+6%	+$17.9K	0.01%	112
2024 Q2	$298K	Buy	+6,530	New	+$304K	0.01%	115
2023 Q3	–	Sell	-340	Closed	-$13.7K	–	191
2023 Q2	$13.7K	Buy	+340	New	+$13.8K	﹤0.01%	162
2022 Q4	–	Sell	-176,000	Closed	-$6.34M	–	201
2022 Q3	$6.34M	Buy	+176,000	New	+$6.66M	0.27%	54
2021 Q4	–	Sell	-1,360,000	Closed	-$35.4M	–	204
2021 Q3	$35.4M	Sell	1,360,000 -346,838	-20%	-$8.59M	0.81%	22
2021 Q2	$46M	Buy	1,706,838 +528,838	+45%	+$13.8M	1.01%	23
2021 Q1	$28.9M	Buy	+1,178,000	New	+$27.2M	0.69%	25
2018 Q2	–	Sell	-768	Closed	-$26K	–	149
2018 Q1	$26K	Buy	+768	New	+$27.2K	﹤0.01%	112
2017 Q4	–	Sell	-250	Closed	-$9K	–	125
2017 Q3	$9K	Buy	+250	New	+$8.13K	﹤0.01%	97