SAI
Savvy Advisors Inc’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Buy |
5,379
+1,406
| +35% | +$119K | 0.03% | 374 |
|
|
2025
Q1 | $371K | Sell |
3,973
-16,573
| -81% | -$1.55M | 0.04% | 346 |
|
|
2024
Q4 | $1.76M | Buy |
20,546
+4,455
| +28% | +$382K | 0.21% | 84 |
|
|
2024
Q3 | $1.41M | Buy |
16,091
+9,456
| +143% | +$830K | 0.29% | 71 |
|
|
2024
Q2 | $605K | Buy |
6,635
+2,033
| +44% | +$185K | 0.2% | 117 |
|
|
2024
Q1 | $435K | Buy |
+4,602
| New | +$435K | 0.25% | 108 |
|