Hopwood Financial Services’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
Sell
-3,742
Closed -$350K 311
2025
Q1
$350K Buy
3,742
+201
+6% +$18.8K 0.27% 50
2024
Q4
$303K Buy
+3,541
New +$303K 0.23% 56