Savant Capital’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
$3.29M Sell
38,780
-1,835
-5% -$156K 0.02% 413
2025
Q1
$3.8M Buy
40,615
+14,684
+57% +$1.37M 0.03% 345
2024
Q4
$2.22M Buy
25,931
+16,965
+189% +$1.45M 0.02% 411
2024
Q3
$787K Buy
8,966
+4,569
+104% +$401K 0.01% 721
2024
Q2
$401K Buy
4,397
+576
+15% +$52.5K ﹤0.01% 871
2024
Q1
$361K Buy
3,821
+665
+21% +$62.8K ﹤0.01% 837
2023
Q4
$265K Buy
3,156
+126
+4% +$10.6K ﹤0.01% 735
2023
Q3
$274K Sell
3,030
-732
-19% -$66.2K ﹤0.01% 680
2023
Q2
$305K Sell
3,762
-244
-6% -$19.8K ﹤0.01% 642
2023
Q1
$332K Buy
4,006
+750
+23% +$62.1K 0.01% 567
2022
Q4
$253K Sell
3,256
-896
-22% -$69.6K 0.01% 505
2022
Q3
$299K Buy
4,152
+122
+3% +$8.79K 0.01% 424
2022
Q2
$288K Buy
+4,030
New +$288K 0.01% 440