Lunt Capital Management’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 |
-8,304
| Closed | -$776K | – | 97 |
|
|
2025
Q1 | $776K | Buy |
+8,304
| New | +$776K | 0.28% | 45 |
|
|
2024
Q3 | – | Sell |
-8,071
| Closed | -$736K | – | 100 |
|
|
2024
Q2 | $736K | Buy |
8,071
+198
| +3% | +$18K | 0.36% | 45 |
|
|
2024
Q1 | $743K | Buy |
+7,873
| New | +$743K | 0.37% | 44 |
|
|
2023
Q4 | – | Sell |
-7,538
| Closed | -$681K | – | 89 |
|
|
2023
Q3 | $681K | Buy |
+7,538
| New | +$681K | 0.36% | 46 |
|