Principal Securities’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 | $2.14M | Sell |
25,208
-2,545
| -9% | -$216K | 0.04% | 390 |
|
|
2025
Q1 | $2.38M | Buy |
27,753
+43
| +0.2% | +$3.68K | 0.05% | 309 |
|
|
2024
Q4 | $2.37M | Sell |
27,710
-4,707
| -15% | -$403K | 0.05% | 308 |
|
|
2024
Q3 | $2.85M | Sell |
32,417
-42,570
| -57% | -$3.74M | 0.07% | 257 |
|
|
2024
Q2 | $6.84M | Buy |
74,987
+11,730
| +19% | +$1.07M | 0.19% | 99 |
|
|
2024
Q1 | $5.97M | Sell |
63,257
-3,546
| -5% | -$335K | 0.19% | 109 |
|
|
2023
Q4 | $5.6M | Buy |
+66,803
| New | +$5.6M | 0.21% | 99 |
|