SMART Wealth’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 | $497K | Sell |
5,865
-40,590
| -87% | -$3.44M | 0.16% | 106 |
|
|
2025
Q1 | $4.34M | Buy |
46,455
+20,019
| +76% | +$1.87M | 1.56% | 17 |
|
|
2024
Q4 | $2.26M | Buy |
26,436
+15,200
| +135% | +$1.3M | 0.81% | 38 |
|
|
2024
Q3 | $987K | Sell |
11,236
-9,705
| -46% | -$852K | 0.39% | 56 |
|
|
2024
Q2 | $1.91M | Buy |
20,941
+1,314
| +7% | +$120K | 0.77% | 35 |
|
|
2024
Q1 | $1.85M | Sell |
19,627
-667
| -3% | -$63K | 0.84% | 30 |
|
|
2023
Q4 | $1.7M | Buy |
20,294
+7,164
| +55% | +$601K | 0.93% | 22 |
|
|
2023
Q3 | $1.19M | Buy |
13,130
+5,747
| +78% | +$519K | 0.89% | 35 |
|
|
2023
Q2 | $599K | Buy |
7,383
+1,436
| +24% | +$117K | 0.45% | 44 |
|
|
2023
Q1 | $493K | Sell |
5,947
-10,647
| -64% | -$882K | 0.43% | 45 |
|
|
2022
Q4 | $1.45M | Buy |
+16,594
| New | +$1.45M | 1.09% | 30 |
|