Financial Guidance 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 | $3.82M | Sell |
44,990
-21,844
| -33% | -$1.85M | 1.85% | 20 |
|
|
2025
Q1 | $6.25M | Buy |
66,834
+2,044
| +3% | +$191K | 3.37% | 9 |
|
|
2024
Q4 | $5.55M | Sell |
64,790
-1,399
| -2% | -$120K | 3.04% | 10 |
|
|
2024
Q3 | $5.81M | Sell |
66,189
-1,648
| -2% | -$145K | 3.39% | 8 |
|
|
2024
Q2 | $6.18M | Sell |
67,837
-1,137
| -2% | -$104K | 3.8% | 8 |
|
|
2024
Q1 | $6.51M | Buy |
68,974
+487
| +0.7% | +$46K | 4.23% | 7 |
|
|
2023
Q4 | $5.74M | Sell |
68,487
-793
| -1% | -$66.5K | 3.99% | 8 |
|
|
2023
Q3 | $6.26M | Sell |
69,280
-257
| -0.4% | -$23.2K | 4.71% | 8 |
|
|
2023
Q2 | $5.64M | Sell |
69,537
-1,513
| -2% | -$123K | 4.15% | 8 |
|
|
2023
Q1 | $5.89M | Buy |
71,050
+823
| +1% | +$68.2K | 4.48% | 7 |
|
|
2022
Q4 | $6.14M | Buy |
70,227
+881
| +1% | +$77.1K | 5% | 5 |
|
|
2022
Q3 | $4.99M | Buy |
+69,346
| New | +$4.99M | 4% | 8 |
|