Wulff, Hansen & Co’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 | $479K | Hold |
5,650
| – | – | 0.41% | 62 |
|
|
2025
Q1 | $528K | Hold |
5,650
| – | – | 0.48% | 58 |
|
|
2024
Q4 | $484K | Hold |
5,650
| – | – | 0.46% | 56 |
|
|
2024
Q3 | $496K | Hold |
5,650
| – | – | 0.45% | 57 |
|
|
2024
Q2 | $515K | Hold |
5,650
| – | – | 0.51% | 53 |
|
|
2024
Q1 | $533K | Hold |
5,650
| – | – | 0.53% | 52 |
|
|
2023
Q4 | $474K | Sell |
5,650
-100
| -2% | -$8.38K | 0.53% | 51 |
|
|
2023
Q3 | $520K | Hold |
5,750
| – | – | 0.61% | 48 |
|
|
2023
Q2 | $467K | Hold |
5,750
| – | – | 0.52% | 53 |
|
|
2023
Q1 | $476K | Hold |
5,750
| – | – | 0.54% | 55 |
|
|
2022
Q4 | $503K | Hold |
5,750
| – | – | 0.61% | 47 |
|
|
2022
Q3 | $514K | Hold |
5,750
| – | – | 0.64% | 50 |
|
|
2022
Q2 | $411K | Hold |
5,750
| – | – | 0.47% | 57 |
|
|
2022
Q1 | $440K | Hold |
5,750
| – | – | 0.42% | 61 |
|
|
2021
Q4 | $319K | Buy |
+5,750
| New | +$319K | 0.28% | 73 |
|