F.L. Putnam Investment Management’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
$280K Sell
3,297
-65
-2% -$5.51K ﹤0.01% 507
2025
Q1
$314K Sell
3,362
-7,575
-69% -$708K 0.01% 486
2024
Q4
$937K Buy
10,937
+7,392
+209% +$633K 0.02% 318
2024
Q3
$311K Sell
3,545
-1,691
-32% -$148K 0.01% 496
2024
Q2
$477K Buy
5,236
+1,417
+37% +$129K 0.01% 421
2024
Q1
$361K Buy
3,819
+198
+5% +$18.7K 0.01% 389
2023
Q4
$304K Buy
3,621
+1,031
+40% +$86.4K 0.01% 414
2023
Q3
$234K Buy
+2,590
New +$234K 0.01% 428
2020
Q1
Sell
-3,753
Closed -$225K 331
2019
Q4
$225K Sell
3,753
-613
-14% -$36.8K 0.01% 293
2019
Q3
$258K Buy
4,366
+118
+3% +$6.97K 0.02% 256
2019
Q2
$271K Sell
4,248
-193
-4% -$12.3K 0.02% 198
2019
Q1
$294K Sell
4,441
-6,054
-58% -$401K 0.02% 197
2018
Q4
$602K Buy
+10,495
New +$602K 0.07% 145