Farther Finance Advisors’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 | $3.11M | Buy |
36,673
+6,871
| +23% | +$583K | 0.06% | 256 |
|
|
2025
Q1 | $2.8M | Buy |
29,802
+10,012
| +51% | +$941K | 0.07% | 243 |
|
|
2024
Q4 | $1.7M | Buy |
19,790
+1,287
| +7% | +$110K | 0.06% | 246 |
|
|
2024
Q3 | $1.62M | Buy |
18,503
+9,622
| +108% | +$845K | 0.06% | 234 |
|
|
2024
Q2 | $810K | Buy |
8,881
+4,905
| +123% | +$447K | 0.04% | 346 |
|
|
2024
Q1 | $378K | Buy |
3,976
+1,795
| +82% | +$171K | 0.02% | 473 |
|
|
2023
Q4 | $183K | Sell |
2,181
-1,030
| -32% | -$86.4K | 0.01% | 573 |
|
|
2023
Q3 | $290K | Sell |
3,211
-66
| -2% | -$5.97K | 0.05% | 301 |
|
|
2023
Q2 | $266K | Sell |
3,277
-2,877
| -47% | -$233K | 0.06% | 272 |
|
|
2023
Q1 | $510K | Buy |
6,154
+871
| +16% | +$72.1K | 0.15% | 129 |
|
|
2022
Q4 | $462K | Buy |
+5,283
| New | +$462K | 0.18% | 116 |
|