Calamos Wealth Management’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
$384K Buy
4,531
+69
+2% +$5.85K 0.02% 260
2025
Q1
$417K Buy
4,462
+1,763
+65% +$165K 0.02% 229
2024
Q4
$231K Buy
+2,699
New +$231K 0.01% 276