T
XLE icon

Tidemark’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
$427K Sell
5,032
-63
-1% -$5.34K 0.14% 79
2025
Q1
$476K Buy
5,095
+1,212
+31% +$113K 0.17% 68
2024
Q4
$333K Buy
3,883
+987
+34% +$84.5K 0.13% 80
2024
Q3
$254K Sell
2,896
-456
-14% -$40K 0.1% 95
2024
Q2
$306K Sell
3,352
-9,631
-74% -$878K 0.14% 84
2024
Q1
$1.23M Buy
12,983
+2,462
+23% +$232K 0.68% 33
2023
Q4
$882K Buy
+10,521
New +$882K 0.55% 35