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Summit Financial Consulting’s Energy Select Sector SPDR Fund XLE Stock Holding History

Summit Financial Consulting’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,787
Closed -$354K – 49
2025
Q1 		$354K Buy
+3,787
New +$354K 0.33% 29