AIM
Acropolis Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
12,765
+16
| +0.1% | +$1.36K | 0.06% | 95 |
|
|
2025
Q1 | $1.19M | Sell |
12,749
-78
| -0.6% | -$7.29K | 0.07% | 89 |
|
|
2024
Q4 | $1.1M | Sell |
12,827
-390
| -3% | -$33.4K | 0.06% | 95 |
|
|
2024
Q3 | $1.16M | Sell |
13,217
-258
| -2% | -$22.7K | 0.07% | 94 |
|
|
2024
Q2 | $1.23M | Sell |
13,475
-80
| -0.6% | -$7.29K | 0.08% | 90 |
|
|
2024
Q1 | $1.28M | Sell |
13,555
-285
| -2% | -$26.9K | 0.08% | 86 |
|
|
2023
Q4 | $1.16M | Hold |
13,840
| – | – | 0.08% | 88 |
|
|
2023
Q3 | $1.25M | Hold |
13,840
| – | – | 0.1% | 79 |
|
|
2023
Q2 | $1.12M | Sell |
13,840
-118
| -0.8% | -$9.58K | 0.09% | 86 |
|
|
2023
Q1 | $1.16M | Hold |
13,958
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $1.22M | Buy |
13,958
+103
| +0.7% | +$9.01K | 0.11% | 74 |
|
|
2022
Q3 | $998K | Buy |
13,855
+9
| +0.1% | +$648 | 0.1% | 82 |
|
|
2022
Q2 | $990K | Sell |
13,846
-393
| -3% | -$28.1K | 0.1% | 88 |
|
|
2022
Q1 | $1.09M | Sell |
14,239
-116
| -0.8% | -$8.86K | 0.1% | 88 |
|
|
2021
Q4 | $797K | Buy |
14,355
+110
| +0.8% | +$6.11K | 0.07% | 99 |
|
|
2021
Q3 | $737K | Buy |
14,245
+296
| +2% | +$15.3K | 0.09% | 101 |
|
|
2021
Q2 | $751K | Sell |
13,949
-1,460
| -9% | -$78.6K | 0.07% | 95 |
|
|
2021
Q1 | $756K | Buy |
15,409
+2
| +0% | +$98 | 0.08% | 91 |
|
|
2020
Q4 | $584K | Sell |
15,407
-441
| -3% | -$16.7K | 0.06% | 101 |
|
|
2020
Q3 | $475K | Buy |
15,848
+6,108
| +63% | +$183K | 0.06% | 109 |
|
|
2020
Q2 | $369K | Buy |
9,740
+4,899
| +101% | +$186K | 0.05% | 116 |
|
|
2020
Q1 | $141K | Buy |
+4,841
| New | +$141K | 0.02% | 161 |
|
|
2018
Q4 | – | Sell |
-1,421
| Closed | -$108K | – | 154 |
|
|
2018
Q3 | $108K | Hold |
1,421
| – | – | 0.02% | 139 |
|
|
2018
Q2 | $108K | Buy |
+1,421
| New | +$108K | 0.02% | 138 |
|
|
2018
Q1 | – | Sell |
-1,541
| Closed | -$111K | – | 154 |
|
|
2017
Q4 | $111K | Hold |
1,541
| – | – | 0.02% | 147 |
|
|
2017
Q3 | $106K | Sell |
1,541
-167
| -10% | -$11.5K | 0.02% | 140 |
|
|
2017
Q2 | $111K | Buy |
1,708
+76
| +5% | +$4.94K | 0.02% | 141 |
|
|
2017
Q1 | $114K | Sell |
1,632
-246
| -13% | -$17.2K | 0.02% | 136 |
|
|
2016
Q4 | $141K | Sell |
1,878
-65
| -3% | -$4.88K | 0.03% | 127 |
|
|
2016
Q3 | $137K | Sell |
1,943
-115
| -6% | -$8.11K | 0.03% | 124 |
|
|
2016
Q2 | $140K | Hold |
2,058
| – | – | 0.03% | 123 |
|
|
2016
Q1 | $127K | Hold |
2,058
| – | – | 0.02% | 124 |
|
|
2015
Q4 | $124K | Sell |
2,058
-160
| -7% | -$9.64K | 0.02% | 123 |
|
|
2015
Q3 | $136K | Sell |
2,218
-4,210
| -65% | -$258K | 0.03% | 124 |
|
|
2015
Q2 | $162K | Buy |
6,428
+3,976
| +162% | +$100K | 0.03% | 120 |
|
|
2015
Q1 | $190K | Sell |
2,452
-215
| -8% | -$16.7K | 0.04% | 121 |
|
|
2014
Q4 | $211K | Sell |
2,667
-345
| -11% | -$27.3K | 0.04% | 110 |
|
|
2014
Q3 | $273K | Sell |
3,012
-140
| -4% | -$12.7K | 0.05% | 97 |
|
|
2014
Q2 | $316K | Sell |
3,152
-1,890
| -37% | -$189K | 0.06% | 98 |
|
|
2014
Q1 | $449K | Sell |
5,042
-115
| -2% | -$10.2K | 0.09% | 87 |
|
|
2013
Q4 | $456K | Sell |
5,157
-1,215
| -19% | -$107K | 0.1% | 83 |
|
|
2013
Q3 | $528K | Sell |
6,372
-685
| -10% | -$56.8K | 0.11% | 83 |
|
|
2013
Q2 | $553K | Buy |
+7,057
| New | +$553K | 0.12% | 74 |
|