SMI Advisory Services’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
2023
Q1
$17.7M Sell
202,208
-8,915
-4% -$780K 5.92% 6
2022
Q4
$15.2M Hold
211,123
4.93% 7
2022
Q3
$15.2M Buy
211,123
+8,313
+4% +$599K 4.94% 7
2022
Q2
$14.5M Buy
202,810
+12,110
+6% +$866K 5.18% 8
2022
Q1
$14.6M Buy
+190,700
New +$14.6M 5.1% 8