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Accredited Investor Services’s Energy Select Sector SPDR Fund XLE Stock Holding History

Accredited Investor Services’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 		$673K Buy
7,930
+200
+3% +$17K 0.51% 20
2025
Q1 		$722K Buy
7,730
+223
+3% +$20.8K 0.6% 17
2024
Q4 		$643K Buy
+7,507
New +$643K 0.51% 23