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Tepp RIA’s Energy Select Sector SPDR Fund XLE Stock Holding History

Tepp RIA’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
Q1 		– Sell
-4,996
Closed -$428K – 33
2024
Q4 		$428K Buy
+4,996
New +$428K 0.63% 17