WMA
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Wealth Management Associates’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wealth Management Associates’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Buy
2,856
+370
+15% +$31.4K 0.09% 190
2025
Q1 		$232K Buy
+2,486
New +$232K 0.1% 184