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MKT 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 | $303K | Hold |
3,540
| – | – | 0.12% | 122 |
|
|
2025
Q1 | $277K | Buy |
3,540
+257
| +8% | +$20.1K | 0.13% | 111 |
|
|
2024
Q4 | $308K | Buy |
3,283
+392
| +14% | +$36.8K | 0.13% | 109 |
|
|
2024
Q3 | $262K | Buy |
2,891
+135
| +5% | +$12.2K | 0.12% | 125 |
|
|
2024
Q2 | $245K | Buy |
2,756
+547
| +25% | +$48.6K | 0.12% | 125 |
|
|
2024
Q1 | $216K | Sell |
2,209
-177
| -7% | -$17.3K | 0.12% | 131 |
|
|
2023
Q4 | $202K | Buy |
+2,386
| New | +$202K | 0.13% | 138 |
|
|
2023
Q2 | – | Sell |
-2,705
| Closed | -$233K | – | 152 |
|
|
2023
Q1 | $233K | Sell |
2,705
-260
| -9% | -$22.4K | 0.17% | 116 |
|
|
2022
Q4 | $261K | Sell |
2,965
-353
| -11% | -$31.1K | 0.2% | 101 |
|
|
2022
Q3 | $239K | Sell |
3,318
-640
| -16% | -$46.1K | 0.21% | 102 |
|
|
2022
Q2 | $278K | Sell |
3,958
-1,093
| -22% | -$76.8K | 0.22% | 98 |
|
|
2022
Q1 | $384K | Buy |
5,051
+723
| +17% | +$55K | 0.29% | 75 |
|
|
2021
Q4 | $282K | Buy |
+4,328
| New | +$282K | 0.22% | 106 |
|