IFG Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

IFG Advisory’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	$1.57M	Buy	18,566 +2,283	+14%	+$194K	0.08%	262
2025 Q1	$1.52M	Sell	16,283 -9,630	-37%	-$900K	0.08%	250
2024 Q4	$2.22M	Sell	25,913 -2,916	-10%	-$250K	0.13%	193
2024 Q3	$2.53M	Sell	28,829 -2,542	-8%	-$223K	0.16%	165
2024 Q2	$2.86M	Buy	31,371 +1,470	+5%	+$134K	0.18%	143
2024 Q1	$2.82M	Sell	29,901 -24,237	-45%	-$2.29M	0.21%	135
2023 Q4	$4.54M	Buy	54,138 +32,794	+154%	+$2.75M	0.33%	79
2023 Q3	$1.93M	Buy	21,344 +295	+1%	+$26.7K	0.16%	169
2023 Q2	$1.71M	Sell	21,049 -6,547	-24%	-$531K	0.15%	176
2023 Q1	$2.29M	Buy	27,596 +492	+2%	+$40.8K	0.21%	115
2022 Q4	$2.37M	Buy	27,104 +595	+2%	+$52K	0.24%	102
2022 Q3	$1.91M	Buy	26,509 +2,187	+9%	+$157K	0.17%	126
2022 Q2	$1.74M	Buy	24,322 +11,208	+85%	+$801K	0.18%	122
2022 Q1	$1M	Buy	13,114 +3,360	+34%	+$257K	0.1%	206
2021 Q4	$541K	Sell	9,754 -2,301	-19%	-$128K	0.05%	284
2021 Q3	$627K	Buy	12,055 +576	+5%	+$30K	0.07%	247
2021 Q2	$618K	Buy	11,479 +2,082	+22%	+$112K	0.07%	255
2021 Q1	$461K	Buy	9,397 +700	+8%	+$34.3K	0.06%	312
2020 Q4	$329K	Sell	8,697 -3,680	-30%	-$139K	0.05%	335
2020 Q3	$370K	Sell	12,377 -1,562	-11%	-$46.7K	0.06%	283
2020 Q2	$527K	Sell	13,939 -1,649	-11%	-$62.3K	0.1%	216
2020 Q1	$453K	Buy	15,588 +2,982	+24%	+$86.7K	0.1%	206
2019 Q4	$756K	Sell	12,606 -2,120	-14%	-$127K	0.14%	177
2019 Q3	$871K	Sell	14,726 -293	-2%	-$17.3K	0.17%	151
2019 Q2	$956K	Sell	15,019 -1,531	-9%	-$97.5K	0.17%	125
2019 Q1	$1.09M	Sell	16,550 -1,814	-10%	-$120K	0.21%	106
2018 Q4	$1.05M	Sell	18,364 -2,722	-13%	-$156K	0.25%	96
2018 Q3	$1.6M	Sell	21,086 -2,267	-10%	-$172K	0.3%	77
2018 Q2	$1.77M	Buy	23,353 +1,836	+9%	+$139K	0.36%	60
2018 Q1	$1.45M	Buy	21,517 +842	+4%	+$56.7K	0.32%	71
2017 Q4	$1.49M	Buy	+20,675	New	+$1.49M	0.34%	72