Capital Advisors Inc’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 | $897K | Buy |
10,581
+4,974
| +89% | +$422K | 0.02% | 155 |
|
|
2025
Q1 | $524K | Sell |
5,607
-555
| -9% | -$51.9K | 0.01% | 192 |
|
|
2024
Q4 | $528K | Buy |
6,162
+215
| +4% | +$18.4K | 0.01% | 193 |
|
|
2024
Q3 | $522K | Buy |
5,947
+4
| +0.1% | +$351 | 0.01% | 191 |
|
|
2024
Q2 | $542K | Buy |
5,943
+505
| +9% | +$46K | 0.01% | 192 |
|
|
2024
Q1 | $513K | Buy |
+5,438
| New | +$513K | 0.01% | 193 |
|