AIFAIM
American Institute for Advanced 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 | $450K | Sell |
5,310
-570
| -10% | -$48.3K | 0.32% | 88 |
|
|
2025
Q1 | $549K | Hold |
5,880
| – | – | 0.42% | 68 |
|
|
2024
Q4 | $504K | Sell |
5,880
-186
| -3% | -$15.9K | 0.38% | 77 |
|
|
2024
Q3 | $533K | Sell |
6,066
-630
| -9% | -$55.3K | 0.38% | 70 |
|
|
2024
Q2 | $610K | Buy |
6,696
+395
| +6% | +$36K | 0.47% | 61 |
|
|
2024
Q1 | $595K | Buy |
6,301
+10
| +0.2% | +$944 | 0.47% | 62 |
|
|
2023
Q4 | $527K | Hold |
6,291
| – | – | 0.47% | 59 |
|
|
2023
Q3 | $569K | Sell |
6,291
-210
| -3% | -$19K | 0.53% | 54 |
|
|
2023
Q2 | $528K | Sell |
6,501
-65
| -1% | -$5.28K | 0.46% | 59 |
|
|
2023
Q1 | $544K | Buy |
6,566
+125
| +2% | +$10.4K | 0.58% | 49 |
|
|
2022
Q4 | $563K | Sell |
6,441
-395
| -6% | -$34.6K | 0.51% | 56 |
|
|
2022
Q3 | $492K | Buy |
6,836
+350
| +5% | +$25.2K | 0.46% | 58 |
|
|
2022
Q2 | $464K | Hold |
6,486
| – | – | 0.41% | 63 |
|
|
2022
Q1 | $496K | Buy |
6,486
+500
| +8% | +$38.2K | 0.36% | 68 |
|
|
2021
Q4 | $332K | Buy |
+5,986
| New | +$332K | 0.22% | 90 |
|