Finivi Inc.’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Finivi Inc.’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	$466K	Sell
2025 Q2	$464K	Sell
2025 Q1	$539K	Sell
2024 Q4	$496K	Sell
2024 Q3	$523K	Buy
2024 Q2	$542K	Buy
2024 Q1	$551K	Sell
2023 Q4	$525K	Buy
2021 Q4	$1.5M	Buy