SPWM
Straight Path 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 | $211K | Buy |
2,491
+15
| +0.6% | +$1.27K | 0.07% | 109 |
|
|
2025
Q1 | $231K | Buy |
2,476
+113
| +5% | +$10.6K | 0.09% | 90 |
|
|
2024
Q4 | $202K | Buy |
2,363
+14
| +0.6% | +$1.2K | 0.08% | 88 |
|
|
2024
Q3 | $206K | Buy |
2,349
+17
| +0.7% | +$1.49K | 0.09% | 93 |
|
|
2024
Q2 | $213K | Buy |
+2,332
| New | +$213K | 0.11% | 86 |
|