Spire Wealth 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 | $5.59M | Sell |
66,044
-15,800
| -19% | -$1.34M | 0.2% | 96 |
|
|
2025
Q1 | $7.65M | Sell |
81,844
-27,633
| -25% | -$2.58M | 0.24% | 90 |
|
|
2024
Q4 | $9.38M | Buy |
109,477
+5,656
| +5% | +$484K | 0.29% | 76 |
|
|
2024
Q3 | $9.12M | Sell |
103,821
-8,675
| -8% | -$762K | 0.31% | 72 |
|
|
2024
Q2 | $10.2M | Sell |
112,496
-15,393
| -12% | -$1.4M | 0.36% | 53 |
|
|
2024
Q1 | $26.1M | Buy |
127,889
+9,809
| +8% | +$2M | 0.47% | 36 |
|
|
2023
Q4 | $9.47M | Sell |
118,080
-30,264
| -20% | -$2.43M | 0.31% | 64 |
|
|
2023
Q3 | $13.4M | Buy |
148,344
+17,410
| +13% | +$1.57M | 0.51% | 47 |
|
|
2023
Q2 | $10.6M | Buy |
130,934
+13,638
| +12% | +$1.11M | 0.39% | 56 |
|
|
2023
Q1 | $9.72M | Buy |
117,296
+24,964
| +27% | +$2.07M | 0.38% | 58 |
|
|
2022
Q4 | $8.08M | Sell |
92,332
-7,139
| -7% | -$624K | 0.45% | 52 |
|
|
2022
Q3 | $7.16M | Sell |
99,471
-38,352
| -28% | -$2.76M | 0.44% | 53 |
|
|
2022
Q2 | $9.86M | Sell |
137,823
-1,627
| -1% | -$116K | 0.41% | 61 |
|
|
2022
Q1 | $10.7M | Buy |
139,450
+6,351
| +5% | +$489K | 0.29% | 92 |
|
|
2021
Q4 | $7.42M | Buy |
133,099
+11,673
| +10% | +$650K | 0.16% | 142 |
|
|
2021
Q3 | $6.19M | Sell |
121,426
-19,361
| -14% | -$988K | 0.16% | 140 |
|
|
2021
Q2 | $7.62M | Buy |
140,787
+123,086
| +695% | +$6.66M | 0.21% | 128 |
|
|
2021
Q1 | $865K | Buy |
+17,701
| New | +$865K | 0.02% | 493 |
|