Wakefield Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wakefield Asset Management’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	$340K	Buy
2025 Q1	–	Sell
2024 Q4	$1.11M	Sell
2024 Q3	$1.14M	Buy
2024 Q2	$1.18M	Sell
2024 Q1	$1.27M	Buy
2023 Q4	–	Sell
2023 Q3	$3.1M	Buy
2023 Q2	$1.52M	Buy
2023 Q1	$621K	Buy