Fielder Capital Group’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 | $10.2M | Sell |
119,973
-14,152
| -11% | -$1.2M | 2.71% | 10 |
|
2025
Q1 | $12.5M | Buy |
134,125
+7,370
| +6% | +$689K | 3.62% | 8 |
|
2024
Q4 | $10.9M | Buy |
126,755
+3,267
| +3% | +$280K | 3.38% | 6 |
|
2024
Q3 | $10.8M | Buy |
123,488
+5,786
| +5% | +$508K | 3.58% | 6 |
|
2024
Q2 | $10.7M | Buy |
117,702
+4,164
| +4% | +$380K | 4.12% | 4 |
|
2024
Q1 | $10.7M | Buy |
113,538
+19,615
| +21% | +$1.85M | 4.79% | 4 |
|
2023
Q4 | $7.87M | Buy |
+93,923
| New | +$7.87M | 4.76% | 3 |
|