WPA
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Wealth Preservation Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wealth Preservation Advisors’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 		$16.9K Sell
199
-134
-40% -$11.4K 0.01% 257
2025
Q1 		$31.1K Buy
+333
New +$31.1K 0.02% 214