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

WMG Financial Advisors’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 Q3	$2.81M	Buy
2025 Q2	$1.37M	Buy
2025 Q1	$334K	Sell
2024 Q4	$891K	Buy
2024 Q3	$364K	Buy
2024 Q2	$345K	Buy