Allworth Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $3.65M | Buy |
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|
2024
Q1 | $3.68M | Sell |
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|
2023
Q4 | $3.58M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.75M | Sell |
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|
2022
Q4 | $4.5M | Sell |
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|
2022
Q3 | $4.36M | Sell |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $6.58M | Buy |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $600K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $135K | Buy |
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|
2020
Q3 | $106K | Buy |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $296K | Buy |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | $18K | Buy |
|
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $12K | Sell |
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|
2017
Q3 | $86K | Buy |
|
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|
2017
Q2 | $21K | Hold |
|
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|
2017
Q1 | $23K | Buy |
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|
2016
Q4 | $8K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $6K | Buy |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $33K | Buy |
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|
2015
Q2 | $35K | Hold |
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|
2015
Q1 | $36K | Buy |
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