Summit Wealth Partners’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	$304K	Buy	3,584 +83	+2%	+$7.04K	0.06%	176
2025 Q1	$327K	Buy	+3,501	New	+$327K	0.07%	166