Financial Engines 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 | $1.39M | Buy |
16,419
+5,818
| +55% | +$493K | ﹤0.01% | 256 |
|
|
2025
Q1 | $991K | Buy |
10,601
+99
| +0.9% | +$9.25K | ﹤0.01% | 257 |
|
|
2024
Q4 | $900K | Sell |
10,502
-645
| -6% | -$55.3K | ﹤0.01% | 269 |
|
|
2024
Q3 | $979K | Sell |
11,147
-144
| -1% | -$12.6K | ﹤0.01% | 237 |
|
|
2024
Q2 | $1.03M | Buy |
11,291
+5,544
| +96% | +$505K | ﹤0.01% | 209 |
|
|
2024
Q1 | $543K | Buy |
+5,747
| New | +$543K | ﹤0.01% | 239 |
|
|
2023
Q3 | – | Sell |
-2,623
| Closed | -$213K | – | 301 |
|
|
2023
Q2 | $213K | Sell |
2,623
-344
| -12% | -$27.9K | ﹤0.01% | 275 |
|
|
2023
Q1 | $246K | Buy |
+2,967
| New | +$246K | ﹤0.01% | 259 |
|
|
2020
Q3 | – | Sell |
-7,839
| Closed | -$297K | – | 259 |
|
|
2020
Q2 | $297K | Buy |
+7,839
| New | +$297K | ﹤0.01% | 161 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$17K | – | 161 |
|
|
2018
Q1 | $17K | Buy |
+250
| New | +$17K | ﹤0.01% | 86 |
|