Empire Financial Management Company’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 | $588K | Buy |
6,935
+400
| +6% | +$33.9K | 0.17% | 131 |
|
|
2025
Q1 | $611K | Hold |
6,535
| – | – | 0.19% | 124 |
|
|
2024
Q4 | $560K | Buy |
6,535
+165
| +3% | +$14.1K | 0.17% | 135 |
|
|
2024
Q3 | $559K | Hold |
6,370
| – | – | 0.17% | 140 |
|
|
2024
Q2 | $581K | Sell |
6,370
-1,100
| -15% | -$100K | 0.19% | 130 |
|
|
2024
Q1 | $705K | Sell |
7,470
-2,500
| -25% | -$236K | 0.23% | 114 |
|
|
2023
Q4 | $836K | Sell |
9,970
-2,354
| -19% | -$197K | 0.33% | 82 |
|
|
2023
Q3 | $1.11M | Sell |
12,324
-2,043
| -14% | -$185K | 0.49% | 62 |
|
|
2023
Q2 | $1.17M | Sell |
14,367
-13
| -0.1% | -$1.06K | 0.46% | 60 |
|
|
2023
Q1 | $1.19M | Buy |
+14,380
| New | +$1.19M | 0.49% | 63 |
|