HGA
Hobbs Group Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
+11,388
| New | +$966K | 0.33% | 57 |
|
|
2025
Q1 | – | Sell |
-2,635
| Closed | -$226K | – | 161 |
|
|
2024
Q4 | $226K | Buy |
2,635
+436
| +20% | +$37.4K | 0.08% | 131 |
|
|
2024
Q3 | $193K | Sell |
2,199
-3,448
| -61% | -$303K | 0.07% | 145 |
|
|
2024
Q2 | $479K | Buy |
+5,647
| New | +$479K | 0.18% | 88 |
|
|
2023
Q4 | $181K | Buy |
+2,162
| New | +$181K | 0.08% | 129 |
|