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XLEXLE
8 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ENERGY SELECT SECTOR SPDR

Dynasty Wealth Management, LLC previously held 0 shares of XLE (ENERGY SELECT SECTOR SPDR), worth $0 as of 2025-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$449,000

Total Shares Change

-5,919

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q2
Latest
Exited
0
-100.0%
$00.0%$41.93
0
2025-Q1
Decreased
9,919
-98.5%
$926,9460.0%$45.07
0
2024-Q4
New
666,888
-
$57.1M1.0%$40.91
57
2024-Q3
Exited
0
-100.0%
$00.0%$41.83
0
2024-Q2
New
580,682
-
$52.9M1.6%$43.38
67
2018-Q4
Exited
0
-100.0%
$00.0%$20.74
0
2018-Q3
Decreased
5,918
-0.0%
$448,0000.6%$27.28
0
2018-Q2
New
5,919
-
$449,0000.9%$27.17
47

Other major holders of XLE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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