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Ipsen Advisor Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Ipsen Advisor Group’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$958K Buy
11,301
+113
+1% +$9.58K 0.73% 38
2025
Q1 		$1.05M Buy
11,188
+89
+0.8% +$8.32K 0.9% 30
2024
Q4 		$951K Buy
+11,099
New +$951K 0.81% 33
2022
Q4 		$975K Buy
+11,152
New +$975K 1.12% 21