Creekside Partners’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
$435K Hold
5,131
0.21% 103
2025
Q1
$479K Hold
5,131
0.25% 90
2024
Q4
$440K Sell
5,131
-336
-6% -$28.8K 0.23% 100
2024
Q3
$480K Buy
5,467
+221
+4% +$19.4K 0.25% 94
2024
Q2
$478K Buy
+5,246
New +$478K 0.26% 87