EA
Enclave Advisors’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 | $12.3M | Sell |
144,928
-38,718
| -21% | -$3.28M | 1.99% | 14 |
|
|
2025
Q1 | $17.2M | Sell |
183,646
-24,858
| -12% | -$2.32M | 2.93% | 7 |
|
|
2024
Q4 | $17.9M | Sell |
208,504
-31,241
| -13% | -$2.68M | 2.94% | 8 |
|
|
2024
Q3 | $21M | Buy |
+239,745
| New | +$21M | 3.57% | 7 |
|