Powell Investment Advisors’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 | $958K | Buy |
11,300
+62
| +0.6% | +$5.26K | 0.36% | 40 |
|
|
2025
Q1 | $1.05M | Buy |
11,238
+55
| +0.5% | +$5.14K | 0.52% | 28 |
|
|
2024
Q4 | $958K | Buy |
11,183
+1,125
| +11% | +$96.4K | 0.44% | 35 |
|
|
2024
Q3 | $883K | Buy |
10,058
+51
| +0.5% | +$4.48K | 0.41% | 40 |
|
|
2024
Q2 | $912K | Buy |
10,007
+47
| +0.5% | +$4.28K | 0.47% | 36 |
|
|
2024
Q1 | $940K | Buy |
9,960
+48
| +0.5% | +$4.53K | 0.5% | 33 |
|
|
2023
Q4 | $831K | Buy |
9,912
+56
| +0.6% | +$4.7K | 0.46% | 34 |
|
|
2023
Q3 | $891K | Buy |
9,856
+44
| +0.4% | +$3.98K | 0.54% | 31 |
|
|
2023
Q2 | $796K | Sell |
9,812
-5,804
| -37% | -$471K | 0.47% | 37 |
|
|
2023
Q1 | $1.29M | Buy |
15,616
+554
| +4% | +$45.9K | 0.72% | 22 |
|
|
2022
Q4 | $1.32M | Buy |
15,062
+6,196
| +70% | +$542K | 0.76% | 22 |
|
|
2022
Q3 | $639K | Buy |
8,866
+80
| +0.9% | +$5.77K | 0.42% | 37 |
|
|
2022
Q2 | $628K | Buy |
8,786
+55
| +0.6% | +$3.93K | 0.38% | 38 |
|
|
2022
Q1 | $667K | Buy |
8,731
+668
| +8% | +$51K | 0.39% | 39 |
|
|
2021
Q4 | $447K | Buy |
8,063
+553
| +7% | +$30.7K | 0.25% | 54 |
|
|
2021
Q3 | $391K | Buy |
7,510
+29
| +0.4% | +$1.51K | 0.24% | 57 |
|
|
2021
Q2 | $403K | Buy |
7,481
+1,273
| +21% | +$68.6K | 0.25% | 56 |
|
|
2021
Q1 | $305K | Buy |
6,208
+26
| +0.4% | +$1.28K | 0.2% | 70 |
|
|
2020
Q4 | $234K | Buy |
6,182
+33
| +0.5% | +$1.25K | 0.18% | 78 |
|
|
2020
Q3 | $184K | Buy |
6,149
+43
| +0.7% | +$1.29K | 0.16% | 90 |
|
|
2020
Q2 | $231K | Buy |
6,106
+32
| +0.5% | +$1.21K | 0.22% | 80 |
|
|
2020
Q1 | $177K | Buy |
6,074
+3,777
| +164% | +$110K | 0.21% | 90 |
|
|
2019
Q4 | $142K | Buy |
+2,297
| New | +$142K | 0.15% | 104 |
|