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Grantvest Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Grantvest Financial Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Sell
3,409
-410
-11% -$34.8K 0.21% 105
2025
Q1 		$357K Sell
3,819
-477
-11% -$44.6K 0.29% 83
2024
Q4 		$368K Buy
+4,296
New +$368K 0.41% 78