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

Uptown Financial Advisors’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
2,816
+17
+0.6% +$1.45K 0.21% 62
2025
Q1 		$262K Buy
2,799
+102
+4% +$9.53K 0.27% 54
2024
Q4 		$231K Buy
+2,697
New +$231K 0.25% 56