Americana Partners’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
$370K Buy
4,356
+175
+4% +$14.8K 0.01% 342
2025
Q1
$391K Sell
4,181
-948
-18% -$88.6K 0.02% 293
2024
Q4
$439K Sell
5,129
-7
-0.1% -$600 0.02% 293
2024
Q3
$451K Sell
5,136
-1,608
-24% -$141K 0.03% 255
2024
Q2
$615K Buy
6,744
+2,118
+46% +$193K 0.05% 204
2024
Q1
$437K Buy
4,626
+9
+0.2% +$850 0.04% 238
2023
Q4
$309K Buy
4,617
+933
+25% +$62.4K 0.03% 256
2023
Q3
$333K Buy
3,684
+450
+14% +$40.7K 0.04% 235
2023
Q2
$263K Buy
3,234
+1
+0% +$81 0.03% 243
2023
Q1
$268K Buy
3,233
+1
+0% +$83 0.04% 231
2022
Q4
$283K Sell
3,232
-2,060
-39% -$180K 0.05% 204
2022
Q3
$381K Buy
5,292
+151
+3% +$10.9K 0.07% 173
2022
Q2
$388K Buy
5,141
+1,101
+27% +$83.1K 0.07% 166
2022
Q1
$308K Buy
+4,040
New +$308K 0.09% 177
2020
Q1
Sell
-419
Closed -$25K 501
2019
Q4
$25K Buy
+419
New +$25K 0.01% 327