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 |
|