FA
Fiducient 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 | $7.45M | Hold |
87,890
| – | – | 0.91% | 25 |
|
|
2025
Q1 | $8.21M | Buy |
87,890
+52
| +0.1% | +$4.86K | 1.03% | 22 |
|
|
2024
Q4 | $7.52M | Hold |
87,838
| – | – | 0.93% | 24 |
|
|
2024
Q3 | $7.71M | Hold |
87,838
| – | – | 0.89% | 23 |
|
|
2024
Q2 | $8.01M | Sell |
87,838
-10,580
| -11% | -$964K | 1.11% | 20 |
|
|
2024
Q1 | $9.29M | Hold |
98,418
| – | – | 1.84% | 14 |
|
|
2023
Q4 | $8.25M | Sell |
98,418
-650
| -0.7% | -$54.5K | 1.55% | 14 |
|
|
2023
Q3 | $8.95M | Buy |
+99,068
| New | +$8.95M | 0.51% | 20 |
|