Tiller Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,880	Closed	-$209K	–	60
2024 Q4	$209K	Sell	4,880 -120	-2%	-$5.45K	0.09%	53
2024 Q3	$220K	Buy	+5,000	New	+$224K	0.09%	53
2019 Q1	–	Sell	-82,812	Closed	-$2.38M	–	38
2018 Q4	$2.38M	Sell	82,812 -90,168	-52%	-$3.02M	2.09%	13
2018 Q3	$6.55M	Buy	172,980 +350	+0.2%	+$13.1K	4.57%	10
2018 Q2	$6.55M	Buy	172,630 +460	+0.3%	+$17.1K	4.58%	10
2018 Q1	$5.8M	Buy	172,170 +20,074	+13%	+$710K	4.17%	11
2017 Q4	$5.5M	Buy	152,096 +4,550	+3%	+$157K	4.17%	9
2017 Q3	$5.05M	Buy	147,546 +71,000	+93%	+$2.31M	3.94%	10
2017 Q2	$2.48M	Buy	76,546 +34,250	+81%	+$1.15M	1.95%	19
2017 Q1	$1.48M	Buy	42,296 +4,260	+11%	+$154K	1.17%	22
2016 Q4	$1.43M	Buy	38,036 +1,590	+4%	+$57.5K	1.12%	22
2016 Q3	$1.29M	Buy	36,446 +6,040	+20%	+$207K	1.08%	21
2016 Q2	$1.04M	Buy	30,406 +8,000	+36%	+$264K	0.87%	23
2016 Q1	$693K	Buy	+22,406	New	+$650K	0.59%	25