AI
Atom Investors’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 | $5.73M | Buy |
67,512
+13,234
| +24% | +$1.12M | 0.51% | 38 |
|
|
2025
Q1 | $5.07M | Buy |
54,278
+22,873
| +73% | +$2.14M | 0.62% | 35 |
|
|
2024
Q4 | $2.69M | Sell |
31,405
-21,652
| -41% | -$1.85M | 0.33% | 99 |
|
|
2024
Q3 | $4.66M | Buy |
53,057
+4,977
| +10% | +$437K | 0.49% | 53 |
|
|
2024
Q2 | $4.38M | Buy |
48,080
+14,737
| +44% | +$1.34M | 0.44% | 70 |
|
|
2024
Q1 | $3.15M | Buy |
33,343
+10,843
| +48% | +$1.02M | 0.39% | 73 |
|
|
2023
Q4 | $1.89M | Sell |
22,500
-8,848
| -28% | -$742K | 0.33% | 102 |
|
|
2023
Q3 | $2.83M | Buy |
31,348
+14,848
| +90% | +$1.34M | 0.65% | 24 |
|
|
2023
Q2 | $1.34M | Buy |
+16,500
| New | +$1.34M | 0.51% | 40 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 329 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 408 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 381 |
|
|
2021
Q1 | – | Sell |
-88,500
| Closed | -$3.35M | – | 429 |
|
|
2020
Q4 | $3.35M | Buy |
+88,500
| New | +$3.35M | 0.34% | 74 |
|