Uptown Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Uptown Financial Advisors’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 Q3	$251K	Sell
2025 Q2	$241K	Buy
2025 Q1	$262K	Buy
2024 Q4	$231K	Buy