Modern Wealth 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 | $28.9M | Buy |
340,214
+23,591
| +7% | +$2M | 0.72% | 29 |
|
|
2025
Q1 | $29.6M | Buy |
316,623
+15,811
| +5% | +$1.48M | 0.95% | 23 |
|
|
2024
Q4 | $25.8M | Buy |
300,812
+286,436
| +1,992% | +$24.5M | 0.96% | 24 |
|
|
2024
Q3 | $1.26M | Sell |
14,376
-123
| -0.8% | -$10.8K | 0.08% | 144 |
|
|
2024
Q2 | $1.32M | Buy |
14,499
+277
| +2% | +$25.2K | 0.1% | 122 |
|
|
2024
Q1 | $1.34M | Buy |
14,222
+10,907
| +329% | +$1.03M | 0.12% | 98 |
|
|
2023
Q4 | $278K | Buy |
+3,315
| New | +$278K | 0.04% | 153 |
|