Financial Partners Group (Tennessee)’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 | $408K | Sell |
4,808
-10,180
| -68% | -$863K | 0.15% | 69 |
|
|
2025
Q1 | $1.4M | Sell |
14,988
-6,686
| -31% | -$625K | 0.61% | 41 |
|
|
2024
Q4 | $1.86M | Buy |
21,674
+11,341
| +110% | +$971K | 0.77% | 32 |
|
|
2024
Q3 | $907K | Sell |
10,333
-5,725
| -36% | -$503K | 0.34% | 61 |
|
|
2024
Q2 | $1.46M | Sell |
16,058
-365
| -2% | -$33.3K | 0.57% | 47 |
|
|
2024
Q1 | $1.55M | Buy |
16,423
+223
| +1% | +$21.1K | 0.6% | 41 |
|
|
2023
Q4 | $1.36M | Buy |
16,200
+75
| +0.5% | +$6.29K | 0.61% | 41 |
|
|
2023
Q3 | $1.46M | Sell |
16,125
-1,802
| -10% | -$163K | 0.7% | 35 |
|
|
2023
Q2 | $1.46M | Buy |
17,927
+116
| +0.7% | +$9.42K | 0.73% | 32 |
|
|
2023
Q1 | $1.48M | Sell |
17,811
-121
| -0.7% | -$10K | 0.77% | 32 |
|
|
2022
Q4 | $1.57M | Buy |
+17,932
| New | +$1.57M | 0.93% | 28 |
|