Gleason 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
$65.4K Sell
772
-27
-3% -$2.29K 0.01% 104
2025
Q1
$74.7K Sell
799
-15
-2% -$1.4K 0.01% 95
2024
Q4
$69.7K Buy
814
+7
+0.9% +$600 0.01% 99
2024
Q3
$70.9K Sell
807
-27
-3% -$2.37K 0.01% 103
2024
Q2
$76K Buy
834
+7
+0.8% +$638 0.02% 100
2024
Q1
$78.1K Buy
827
+6
+0.7% +$567 0.02% 99
2023
Q4
$68.8K Buy
821
+8
+1% +$671 0.02% 102
2023
Q3
$73.5K Buy
813
+6
+0.7% +$542 0.02% 100
2023
Q2
$65.5K Buy
+807
New +$65.5K 0.02% 108