Gallagher Fiduciary Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
5,162
+16
| +0.3% | +$1.36K | 0.02% | 194 |
|
|
2025
Q1 | $481K | Sell |
5,146
-988
| -16% | -$92.3K | 0.02% | 161 |
|
|
2024
Q4 | $525K | Buy |
6,134
+1,568
| +34% | +$134K | 0.1% | 135 |
|
|
2024
Q3 | $401K | Sell |
4,566
-1,601
| -26% | -$141K | 0.08% | 152 |
|
|
2024
Q2 | $562K | Sell |
6,167
-182
| -3% | -$16.6K | 0.13% | 95 |
|
|
2024
Q1 | $599K | Buy |
6,349
+146
| +2% | +$13.8K | 0.02% | 96 |
|
|
2023
Q4 | $520K | Sell |
6,203
-94
| -1% | -$7.88K | 0.02% | 104 |
|
|
2023
Q3 | $569K | Sell |
6,297
-1,323
| -17% | -$120K | 0.05% | 89 |
|
|
2023
Q2 | $619K | Sell |
7,620
-1,643
| -18% | -$133K | 0.05% | 106 |
|
|
2023
Q1 | $767K | Buy |
+9,263
| New | +$767K | 0.06% | 89 |
|