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Cercano Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Cercano Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.3M Sell
74,336
-85,474
-53% -$7.25M 0.18% 67
2025
Q1 		$14.9M Hold
159,810
– – 0.44% 49
2024
Q4 		$13.7M Hold
159,810
– – 0.35% 57
2024
Q3 		$14M Buy
+159,810
New +$14M 0.34% 60