DAS
Diversify Advisory Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
93,275
+893
| +1% | +$75.6K | 0.3% | 56 |
|
|
2025
Q1 | $7.64M | Buy |
92,382
+2,750
| +3% | +$228K | 0.48% | 35 |
|
|
2024
Q4 | $7.92M | Sell |
89,632
-2,769
| -3% | -$245K | 0.44% | 31 |
|
|
2024
Q3 | $8.34M | Sell |
92,401
-87,891
| -49% | -$7.93M | 0.45% | 40 |
|
|
2024
Q2 | $16M | Buy |
180,292
+73,521
| +69% | +$6.53M | 0.88% | 21 |
|
|
2024
Q1 | $10.2M | Buy |
+106,771
| New | +$10.2M | 0.6% | 34 |
|