Mutual Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Mutual Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.07M	Buy	69,656 +13,075	+23%	+$1.14M	0.15%	146
2025 Q1	$4.66M	Sell	56,581 -12,837	-18%	-$1.06M	0.13%	156
2024 Q4	$6.47M	Sell	69,418 -18,865	-21%	-$1.76M	0.19%	102
2024 Q3	$7.93M	Buy	88,283 +17,891	+25%	+$1.61M	0.23%	78
2024 Q2	$6.43M	Buy	70,392 +7,715	+12%	+$705K	0.19%	105
2024 Q1	$5.92M	Sell	62,677 -24,823	-28%	-$2.34M	0.19%	104
2023 Q4	$7.34M	Buy	87,500 +33,127	+61%	+$2.78M	0.26%	73
2023 Q3	$4.91M	Sell	54,373 -58,991	-52%	-$5.33M	0.19%	110
2023 Q2	$9.2M	Buy	113,364 +35,625	+46%	+$2.89M	0.35%	43
2023 Q1	$6.44M	Sell	77,739 -5,194	-6%	-$430K	0.26%	81
2022 Q4	$7.25M	Sell	82,933 -10,671	-11%	-$933K	0.32%	62
2022 Q3	$6.74M	Buy	93,604 +24,879	+36%	+$1.79M	0.35%	59
2022 Q2	$4.91M	Buy	68,725 +8,671	+14%	+$620K	0.33%	67
2022 Q1	$4.59M	Sell	60,054 -17,817	-23%	-$1.36M	0.26%	82
2021 Q4	$4.32M	Sell	77,871 -1,594	-2%	-$88.5K	0.23%	94
2021 Q3	$4.14M	Buy	79,465 +295	+0.4%	+$15.4K	0.24%	97
2021 Q2	$4.27M	Buy	79,170 +21,608	+38%	+$1.16M	0.25%	96
2021 Q1	$2.82M	Buy	57,562 +37,872	+192%	+$1.86M	0.19%	129
2020 Q4	$746K	Sell	19,690 -18,160	-48%	-$688K	0.06%	386
2020 Q3	$1.13M	Sell	37,850 -74	-0.2%	-$2.22K	0.1%	216
2020 Q2	$1.44M	Buy	37,924 +28,182	+289%	+$1.07M	0.14%	165
2020 Q1	$283K	Sell	9,742 -6,916	-42%	-$201K	0.04%	413
2019 Q4	$1M	Sell	16,658 -20,655	-55%	-$1.24M	0.11%	231
2019 Q3	$2.21M	Buy	37,313 +22,027	+144%	+$1.3M	0.29%	82
2019 Q2	$974K	Buy	15,286 +543	+4%	+$34.6K	0.13%	209
2019 Q1	$975K	Buy	14,743 +5,158	+54%	+$341K	0.14%	175
2018 Q4	$550K	Sell	9,585 -2,293	-19%	-$132K	0.11%	226
2018 Q3	$900K	Sell	11,878 -831	-7%	-$63K	0.14%	184
2018 Q2	$965K	Buy	12,709 +702	+6%	+$53.3K	0.22%	144
2018 Q1	$809K	Buy	+12,007	New	+$809K	0.21%	161