Summit Trail Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Summit Trail Advisors’s Portfolio XLE Stock Details XLE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$240K	Sell
2025 Q2	$231K	Sell
2025 Q1	$265K	Sell
2024 Q4	$274K	Buy
2018 Q3	–	Sell
2018 Q2	$10K	Buy
2018 Q1	–	Sell
2017 Q4	$9K	Buy