Investor's Fiduciary Advisor Network’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
$396K Buy
4,671
+543
+13% +$46K 0.15% 151
2025
Q1
$385K Buy
4,128
+180
+5% +$16.8K 0.18% 123
2024
Q4
$338K Buy
+3,948
New +$338K 0.13% 158