River Street 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 | $636K | Buy |
7,499
+807
| +12% | +$68.4K | 0.27% | 90 |
|
|
2025
Q1 | $625K | Buy |
6,692
+356
| +6% | +$33.3K | 0.31% | 82 |
|
|
2024
Q4 | $543K | Buy |
6,336
+871
| +16% | +$74.6K | 0.28% | 87 |
|
|
2024
Q3 | $480K | Buy |
5,465
+41
| +0.8% | +$3.6K | 0.26% | 93 |
|
|
2024
Q2 | $494K | Buy |
5,424
+648
| +14% | +$59.1K | 0.3% | 87 |
|
|
2024
Q1 | $451K | Buy |
4,776
+280
| +6% | +$26.4K | 0.3% | 86 |
|
|
2023
Q4 | $377K | Sell |
4,496
-80
| -2% | -$6.71K | 0.3% | 84 |
|
|
2023
Q3 | $414K | Buy |
4,576
+296
| +7% | +$26.8K | 0.39% | 76 |
|
|
2023
Q2 | $347K | Sell |
4,280
-32
| -0.7% | -$2.6K | 0.33% | 84 |
|
|
2023
Q1 | $357K | Buy |
4,312
+131
| +3% | +$10.9K | 0.35% | 82 |
|
|
2022
Q4 | $366K | Buy |
+4,181
| New | +$366K | 0.39% | 77 |
|