WWA
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Wisconsin Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wisconsin Wealth 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 		$969K Sell
11,427
-1,451
-11% -$123K 1.11% 28
2025
Q1 		$1.2M Buy
12,878
+1,592
+14% +$149K 1.73% 20
2024
Q4 		$967K Buy
+11,286
New +$967K 1.42% 28