AW
XLE icon

Alteri Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Alteri Wealth’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 		$302K Sell
3,558
-550
-13% -$46.7K 0.12% 198
2025
Q1 		$384K Sell
4,108
-514
-11% -$48K 0.17% 158
2024
Q4 		$396K Buy
+4,622
New +$396K 0.11% 151