5th Street Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
27,425
-2,843
| -9% | -$241K | 1.15% | 23 |
|
|
2025
Q1 | $2.83M | Sell |
30,268
-23,741
| -44% | -$2.22M | 1.36% | 21 |
|
|
2024
Q4 | $4.63M | Buy |
54,009
+921
| +2% | +$78.9K | 2.41% | 15 |
|
|
2024
Q3 | $4.66M | Buy |
53,088
+8,052
| +18% | +$707K | 2.27% | 15 |
|
|
2024
Q2 | $4.1M | Buy |
45,036
+933
| +2% | +$85K | 2.14% | 16 |
|
|
2024
Q1 | $4.16M | Buy |
+44,103
| New | +$4.16M | 2.36% | 13 |
|
|
2022
Q2 | – | Sell |
-62,655
| Closed | -$4.79M | – | 19 |
|
|
2022
Q1 | $4.79M | Buy |
+62,655
| New | +$4.79M | 5.07% | 8 |
|