Demars Financial Group’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 | $762K | Sell |
8,985
-1,204,074
| -99% | -$102M | 0.29% | 33 |
|
|
2025
Q1 | $13M | Buy |
1,213,059
+69,366
| +6% | +$742K | 0.37% | 29 |
|
|
2024
Q4 | $13.4M | Buy |
1,143,693
+1,031,708
| +921% | +$12M | 0.43% | 29 |
|
|
2024
Q3 | $9.83M | Buy |
111,985
+2,481
| +2% | +$218K | 4.48% | 5 |
|
|
2024
Q2 | $9.98M | Buy |
109,504
+3,526
| +3% | +$321K | 4.78% | 6 |
|
|
2024
Q1 | $10M | Buy |
105,978
+3,980
| +4% | +$376K | 4.93% | 6 |
|
|
2023
Q4 | $8.55M | Buy |
+101,998
| New | +$8.55M | 4.57% | 6 |
|