FTWA
Fifth Third Wealth 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 | $2.69M | Buy |
31,756
+3,182
| +11% | +$270K | 0.11% | 132 |
|
|
2025
Q1 | $2.67M | Buy |
28,574
+13,400
| +88% | +$1.25M | 0.14% | 109 |
|
|
2024
Q4 | $1.3M | Sell |
15,174
-430
| -3% | -$36.8K | 0.07% | 175 |
|
|
2024
Q3 | $1.37M | Buy |
15,604
+6,927
| +80% | +$608K | 0.08% | 155 |
|
|
2024
Q2 | $791K | Buy |
8,677
+5,202
| +150% | +$474K | 0.06% | 189 |
|
|
2024
Q1 | $328K | Buy |
+3,475
| New | +$328K | 0.05% | 182 |
|