Collective Family Office’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 | $204K | Sell |
2,410
-1,715
| -42% | -$145K | 0.05% | 157 |
|
|
2025
Q1 | $385K | Sell |
4,125
-1,595
| -28% | -$149K | 0.1% | 114 |
|
|
2024
Q4 | $490K | Sell |
5,720
-557
| -9% | -$47.7K | 0.13% | 109 |
|
|
2024
Q3 | $551K | Buy |
6,277
+780
| +14% | +$68.5K | 0.15% | 102 |
|
|
2024
Q2 | $501K | Hold |
5,497
| – | – | 0.15% | 112 |
|
|
2024
Q1 | $519K | Buy |
+5,497
| New | +$519K | 0.17% | 108 |
|