SPC
Spirepoint Private Client’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
36,086
+1,218
| +3% | +$103K | 0.35% | 66 |
|
|
2025
Q1 | $3.26M | Sell |
34,868
-549
| -2% | -$51.3K | 0.43% | 56 |
|
|
2024
Q4 | $3.03M | Buy |
35,417
+5,455
| +18% | +$467K | 0.38% | 58 |
|
|
2024
Q3 | $2.63M | Buy |
29,962
+414
| +1% | +$36.4K | 0.35% | 62 |
|
|
2024
Q2 | $2.69M | Sell |
29,548
-663
| -2% | -$60.4K | 0.38% | 58 |
|
|
2024
Q1 | $2.85M | Buy |
+30,211
| New | +$2.85M | 0.43% | 50 |
|