Atomi Financial Group’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 | $526K | Buy |
6,203
+185
| +3% | +$15.7K | 0.02% | 568 |
|
|
2025
Q1 | $562K | Buy |
6,018
+1,862
| +45% | +$174K | 0.03% | 483 |
|
|
2024
Q4 | $356K | Buy |
+4,156
| New | +$356K | 0.02% | 636 |
|
|
2024
Q2 | – | Sell |
-6,824
| Closed | -$644K | – | 842 |
|
|
2024
Q1 | $644K | Sell |
6,824
-2,703
| -28% | -$255K | 0.06% | 270 |
|
|
2023
Q4 | $799K | Sell |
9,527
-8,612
| -47% | -$722K | 0.11% | 169 |
|
|
2023
Q3 | $1.64M | Buy |
18,139
+6,053
| +50% | +$547K | 0.55% | 47 |
|
|
2023
Q2 | $981K | Buy |
12,086
+9,271
| +329% | +$753K | 0.45% | 58 |
|
|
2023
Q1 | $233K | Buy |
+2,815
| New | +$233K | 0.13% | 184 |
|