Spectrum Strategic Capital Management’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 | $1.78M | Buy |
20,932
+2,091
| +11% | +$177K | 0.89% | 24 |
|
|
2025
Q1 | $1.76M | Buy |
18,841
+235
| +1% | +$22K | 1.1% | 14 |
|
|
2024
Q4 | $1.59M | Buy |
18,606
+516
| +3% | +$44.2K | 1% | 15 |
|
|
2024
Q3 | $1.59M | Buy |
18,090
+648
| +4% | +$56.9K | 1.08% | 17 |
|
|
2024
Q2 | $1.59M | Buy |
17,442
+249
| +1% | +$22.7K | 1.16% | 17 |
|
|
2024
Q1 | $1.62M | Buy |
17,193
+1,689
| +11% | +$159K | 1.24% | 17 |
|
|
2023
Q4 | $1.3M | Buy |
+15,504
| New | +$1.3M | 1.11% | 17 |
|