Ritholtz Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
4,638
-187
| -4% | -$15.9K | 0.01% | 708 |
|
|
2025
Q1 | $451K | Buy |
4,825
+329
| +7% | +$30.7K | 0.01% | 623 |
|
|
2024
Q4 | $385K | Sell |
4,496
-45
| -1% | -$3.86K | 0.01% | 635 |
|
|
2024
Q3 | $399K | Sell |
4,541
-967
| -18% | -$84.9K | 0.01% | 630 |
|
|
2024
Q2 | $502K | Buy |
5,508
+1,368
| +33% | +$125K | 0.02% | 522 |
|
|
2024
Q1 | $391K | Buy |
4,140
+286
| +7% | +$27K | 0.01% | 575 |
|
|
2023
Q4 | $323K | Sell |
3,854
-1,765
| -31% | -$148K | 0.01% | 585 |
|
|
2023
Q3 | $508K | Buy |
+5,619
| New | +$508K | 0.02% | 454 |
|