SWM
Stockman Wealth Management’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 | $3.29M | Buy |
38,787
+1,964
| +5% | +$167K | 0.45% | 51 |
|
|
2025
Q1 | $3.44M | Buy |
36,823
+1,360
| +4% | +$127K | 0.51% | 49 |
|
|
2024
Q4 | $3.04M | Buy |
35,463
+3,895
| +12% | +$334K | 0.48% | 48 |
|
|
2024
Q3 | $2.77M | Buy |
31,568
+2,460
| +8% | +$216K | 0.43% | 48 |
|
|
2024
Q2 | $2.65M | Buy |
29,108
+727
| +3% | +$66.3K | 0.47% | 46 |
|
|
2024
Q1 | $2.68M | Buy |
28,381
+3,363
| +13% | +$317K | 0.47% | 47 |
|
|
2023
Q4 | $2.1M | Buy |
25,018
+1,576
| +7% | +$132K | 0.42% | 48 |
|
|
2023
Q3 | $2.12M | Buy |
23,442
+4,033
| +21% | +$365K | 0.47% | 45 |
|
|
2023
Q2 | $1.58M | Buy |
19,409
+5,946
| +44% | +$483K | 0.34% | 54 |
|
|
2023
Q1 | $1.12M | Buy |
13,463
+2,621
| +24% | +$217K | 0.25% | 63 |
|
|
2022
Q4 | $948K | Buy |
+10,842
| New | +$948K | 0.22% | 69 |
|
|
2015
Q1 | – | Sell |
-1,164
| Closed | -$92K | – | 84 |
|
|
2014
Q4 | $92K | Buy |
+1,164
| New | +$92K | 0.08% | 81 |
|