Sanibel Captiva Trust Company’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 | $855K | Sell |
10,082
-468
| -4% | -$39.7K | 0.03% | 238 |
|
|
2025
Q1 | $986K | Buy |
10,550
+170
| +2% | +$15.9K | 0.03% | 229 |
|
|
2024
Q4 | $889K | Sell |
10,380
-300
| -3% | -$25.7K | 0.03% | 227 |
|
|
2024
Q3 | $938K | Sell |
10,680
-1,000
| -9% | -$87.8K | 0.03% | 223 |
|
|
2024
Q2 | $1.06M | Buy |
11,680
+865
| +8% | +$78.8K | 0.04% | 203 |
|
|
2024
Q1 | $1.02M | Sell |
10,815
-7,280
| -40% | -$687K | 0.03% | 202 |
|
|
2023
Q4 | $1.52M | Buy |
+18,095
| New | +$1.52M | 0.06% | 165 |
|