Stratos Investment 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 | $313K | Buy |
3,693
+833
| +29% | +$70.7K | 0.01% | 298 |
|
|
2025
Q1 | $267K | Sell |
2,860
-411
| -13% | -$38.4K | 0.01% | 271 |
|
|
2024
Q4 | $280K | Buy |
3,271
+361
| +12% | +$30.9K | 0.02% | 220 |
|
|
2024
Q3 | $256K | Buy |
2,910
+375
| +15% | +$32.9K | 0.02% | 218 |
|
|
2024
Q2 | $231K | Sell |
2,535
-369
| -13% | -$33.6K | 0.02% | 205 |
|
|
2024
Q1 | $274K | Buy |
+2,904
| New | +$274K | 0.03% | 168 |
|