Ullmann Wealth Partners Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Ullmann Wealth Partners Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$200K	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Buy
2017 Q3	–	Sell
2017 Q2	$25K	Hold
2017 Q1	$27K	Buy