Scarborough 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
$6.44M Sell
75,972
-509
-0.7% -$43.2K 1.28% 20
2025
Q1
$7.15M Sell
76,481
-2,042
-3% -$191K 1.02% 29
2024
Q4
$6.73M Sell
78,523
-490
-0.6% -$42K 0.95% 27
2024
Q3
$6.94M Buy
79,013
+103
+0.1% +$9.04K 1.12% 22
2024
Q2
$7.19M Sell
78,910
-287
-0.4% -$26.2K 2.96% 10
2024
Q1
$7.48M Sell
79,197
-448
-0.6% -$42.3K 3.46% 13
2023
Q4
$6.68M Sell
79,645
-24,592
-24% -$2.06M 1.37% 22
2023
Q3
$9.42M Buy
104,237
+3,913
+4% +$354K 2.29% 11
2023
Q2
$8.14M Buy
100,324
+9,419
+10% +$765K 1.95% 17
2023
Q1
$7.53M Buy
90,905
+14,885
+20% +$1.23M 1.9% 15
2022
Q4
$6.65M Sell
76,020
-2,481
-3% -$217K 1.78% 17
2022
Q3
$5.65M Sell
78,501
-29,072
-27% -$2.09M 1.76% 18
2022
Q2
$7.69M Buy
107,573
+31,798
+42% +$2.27M 2.62% 12
2022
Q1
$5.79M Buy
75,775
+23,104
+44% +$1.77M 1.85% 18
2021
Q4
$2.92M Buy
+52,671
New +$2.92M 1% 27