SMFG
Sumitomo Mitsui Financial Group’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 | $60.2K | Sell |
710
-915
| -56% | -$77.6K | ﹤0.01% | 142 |
|
|
2025
Q1 | $152K | Sell |
1,625
-985
| -38% | -$92K | ﹤0.01% | 122 |
|
|
2024
Q4 | $224K | Sell |
2,610
-855
| -25% | -$73.2K | ﹤0.01% | 109 |
|
|
2024
Q3 | $304K | Buy |
3,465
+200
| +6% | +$17.6K | 0.01% | 107 |
|
|
2024
Q2 | $298K | Buy |
+3,265
| New | +$298K | 0.01% | 111 |
|
|
2023
Q3 | – | Sell |
-170
| Closed | -$13.7K | – | 155 |
|
|
2023
Q2 | $13.7K | Buy |
+170
| New | +$13.7K | ﹤0.01% | 141 |
|
|
2022
Q4 | – | Sell |
-88,000
| Closed | -$6.34M | – | 158 |
|
|
2022
Q3 | $6.34M | Buy |
+88,000
| New | +$6.34M | 0.27% | 52 |
|
|
2021
Q4 | – | Sell |
-680,000
| Closed | -$35.4M | – | 169 |
|
|
2021
Q3 | $35.4M | Sell |
680,000
-173,419
| -20% | -$9.03M | 0.81% | 22 |
|
|
2021
Q2 | $46M | Buy |
853,419
+264,419
| +45% | +$14.2M | 1.01% | 23 |
|
|
2021
Q1 | $28.9M | Buy |
+589,000
| New | +$28.9M | 0.68% | 25 |
|
|
2018
Q2 | – | Sell |
-384
| Closed | -$26K | – | 147 |
|
|
2018
Q1 | $26K | Buy |
+384
| New | +$26K | ﹤0.01% | 112 |
|
|
2017
Q4 | – | Sell |
-125
| Closed | -$9K | – | 120 |
|
|
2017
Q3 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 97 |
|