IA
Insight 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 | $660K | Buy |
7,783
+481
| +7% | +$40.8K | 0.11% | 123 |
|
|
2025
Q1 | $682K | Buy |
7,302
+177
| +2% | +$16.5K | 0.12% | 110 |
|
|
2024
Q4 | $602K | Sell |
7,125
-913
| -11% | -$77.2K | 0.1% | 127 |
|
|
2024
Q3 | $706K | Sell |
8,038
-441
| -5% | -$38.7K | 0.12% | 119 |
|
|
2024
Q2 | $773K | Buy |
8,479
+1,458
| +21% | +$133K | 0.14% | 105 |
|
|
2024
Q1 | $663K | Sell |
7,021
-493
| -7% | -$46.6K | 0.13% | 122 |
|
|
2023
Q4 | $630K | Sell |
7,514
-79
| -1% | -$6.62K | 0.13% | 115 |
|
|
2023
Q3 | $686K | Buy |
7,593
+1,451
| +24% | +$131K | 0.16% | 110 |
|
|
2023
Q2 | $499K | Sell |
6,142
-844
| -12% | -$68.5K | 0.11% | 138 |
|
|
2023
Q1 | $579K | Sell |
6,986
-814
| -10% | -$67.4K | 0.14% | 120 |
|
|
2022
Q4 | $658K | Buy |
7,800
+2,802
| +56% | +$236K | 0.23% | 114 |
|
|
2022
Q3 | $360K | Buy |
4,998
+79
| +2% | +$5.69K | 0.14% | 185 |
|
|
2022
Q2 | $353K | Sell |
4,919
-217
| -4% | -$15.6K | 0.12% | 208 |
|
|
2022
Q1 | $393K | Sell |
5,136
-6,598
| -56% | -$505K | 0.12% | 212 |
|
|
2021
Q4 | $651K | Sell |
11,734
-502
| -4% | -$27.9K | 0.19% | 127 |
|
|
2021
Q3 | $704K | Buy |
+12,236
| New | +$704K | 0.21% | 128 |
|