Angeles Investment Advisors’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 | – | Sell |
-132,000
| Closed | -$12.3M | – | 36 |
|
|
2025
Q1 | $12.3M | Hold |
132,000
| – | – | 0.66% | 16 |
|
|
2024
Q4 | $11.3M | Buy |
+132,000
| New | +$11.3M | 0.54% | 16 |
|
|
2024
Q3 | – | Sell |
-270,800
| Closed | -$24.7M | – | 229 |
|
|
2024
Q2 | $24.7M | Hold |
270,800
| – | – | 1.26% | 14 |
|
|
2024
Q1 | $25.6M | Hold |
270,800
| – | – | 1.36% | 16 |
|
|
2023
Q4 | $22.7M | Hold |
270,800
| – | – | 1.37% | 14 |
|
|
2023
Q3 | $24.5M | Buy |
+270,800
| New | +$24.5M | 1.92% | 12 |
|