GLOBALT Investments’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 | $531K | Sell |
6,260
-738
| -11% | -$62.6K | 0.02% | 174 |
|
|
2025
Q1 | $654K | Sell |
6,998
-757
| -10% | -$70.7K | 0.03% | 160 |
|
|
2024
Q4 | $664K | Sell |
7,755
-165
| -2% | -$14.1K | 0.03% | 165 |
|
|
2024
Q3 | $695K | Sell |
7,920
-212
| -3% | -$18.6K | 0.03% | 162 |
|
|
2024
Q2 | $741K | Sell |
8,132
-960
| -11% | -$87.5K | 0.03% | 162 |
|
|
2024
Q1 | $858K | Sell |
9,092
-548
| -6% | -$51.7K | 0.03% | 157 |
|
|
2023
Q4 | $808K | Buy |
+9,640
| New | +$808K | 0.03% | 157 |
|