Florida Financial Advisors’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
$882K Sell
10,405
-2,531
-20% -$215K 0.29% 80
2025
Q1
$1.2M Buy
12,936
+575
+5% +$53.3K 0.47% 44
2024
Q4
$1.06M Buy
12,361
+646
+6% +$55.3K 0.47% 42
2024
Q3
$1.03M Buy
11,715
+1,027
+10% +$90.2K 0.53% 37
2024
Q2
$974K Buy
10,688
+2,642
+33% +$241K 0.58% 33
2024
Q1
$760K Buy
8,046
+3,457
+75% +$326K 0.56% 35
2023
Q4
$385K Buy
+4,589
New +$385K 0.36% 54