Steele 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 | $11.9M | Buy |
140,104
+14,625
| +12% | +$1.24M | 0.57% | 35 |
|
2025
Q1 | $11.7M | Buy |
125,479
+20,321
| +19% | +$1.9M | 0.61% | 35 |
|
2024
Q4 | $9.01M | Buy |
105,158
+7,601
| +8% | +$651K | 0.47% | 38 |
|
2024
Q3 | $8.57M | Buy |
97,557
+34
| +0% | +$2.99K | 0.45% | 38 |
|
2024
Q2 | $8.89M | Sell |
97,523
-824
| -0.8% | -$75.1K | 0.5% | 37 |
|
2024
Q1 | $9.28M | Buy |
98,347
+4,233
| +4% | +$400K | 0.53% | 36 |
|
2023
Q4 | $7.89M | Buy |
+94,114
| New | +$7.89M | 0.51% | 35 |
|