Ameritas Advisory Services’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 | $3.69M | Sell |
43,485
-27,537
| -39% | -$2.34M | 0.19% | 116 |
|
|
2025
Q1 | $6.32M | Sell |
71,022
-6,320
| -8% | -$563K | 0.26% | 78 |
|
|
2024
Q4 | $6.63M | Sell |
77,342
-26,181
| -25% | -$2.24M | 0.23% | 85 |
|
|
2024
Q3 | $9.09M | Sell |
103,523
-45,743
| -31% | -$4.02M | 0.39% | 52 |
|
|
2024
Q2 | $13.6M | Buy |
149,266
+6,711
| +5% | +$612K | 0.51% | 40 |
|
|
2024
Q1 | $13.3M | Buy |
142,555
+65,789
| +86% | +$6.12M | 0.55% | 37 |
|
|
2023
Q4 | $6.46M | Sell |
76,766
-73,501
| -49% | -$6.18M | 0.36% | 62 |
|
|
2023
Q3 | $13.8M | Buy |
150,267
+45,710
| +44% | +$4.18M | 0.69% | 28 |
|
|
2023
Q2 | $8.45M | Sell |
104,557
-37,041
| -26% | -$2.99M | 1.09% | 15 |
|
|
2023
Q1 | $11.9M | Sell |
141,598
-10,743
| -7% | -$901K | 0.6% | 32 |
|
|
2022
Q4 | $13.3M | Buy |
152,341
+56,262
| +59% | +$4.92M | 0.62% | 31 |
|
|
2022
Q3 | $6.92M | Buy |
96,079
+17,438
| +22% | +$1.26M | 0.41% | 46 |
|
|
2022
Q2 | $5.62M | Buy |
78,641
+8,671
| +12% | +$620K | 0.33% | 66 |
|
|
2022
Q1 | $5.35M | Buy |
69,970
+8,318
| +13% | +$636K | 0.2% | 82 |
|
|
2021
Q4 | $3.42M | Buy |
+61,652
| New | +$3.42M | 0.13% | 140 |
|