WTFG
XLE icon

Wood Tarver Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Wood Tarver Financial Group’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 		$800K Sell
9,444
-100
-1% -$8.47K 0.24% 60
2025
Q1 		$892K Sell
9,544
-350
-4% -$32.7K 0.29% 53
2024
Q4 		$847K Buy
+9,894
New +$847K 0.28% 55