Advance Capital Management’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 | $377K | Sell |
4,450
-819
| -16% | -$69.5K | 0.02% | 115 |
|
|
2025
Q1 | $492K | Buy |
5,269
+59
| +1% | +$5.51K | 0.02% | 101 |
|
|
2024
Q4 | $446K | Buy |
5,210
+200
| +4% | +$17.1K | 0.02% | 97 |
|
|
2024
Q3 | $440K | Sell |
5,010
-806
| -14% | -$70.8K | 0.02% | 94 |
|
|
2024
Q2 | $530K | Buy |
5,816
+1,551
| +36% | +$141K | 0.03% | 84 |
|
|
2024
Q1 | $403K | Buy |
4,265
+747
| +21% | +$70.5K | 0.03% | 96 |
|
|
2023
Q4 | $295K | Buy |
3,518
+243
| +7% | +$20.4K | 0.02% | 96 |
|
|
2023
Q3 | $296K | Sell |
3,275
-63
| -2% | -$5.7K | 0.03% | 92 |
|
|
2023
Q2 | $271K | Buy |
+3,338
| New | +$271K | 0.03% | 97 |
|