Annex Advisory Services’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
Q3 | $370K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $599K | Sell |
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|
2023
Q4 | $848K | Sell |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $45.6M | Sell |
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|
2023
Q1 | $66M | Buy |
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|
2022
Q4 | $65.6M | Buy |
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|
2022
Q3 | $53.8M | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $386K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $253K | Sell |
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|
2013
Q4 | $13.1M | Buy |
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|
2013
Q3 | $10.2M | Buy |
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|
2013
Q2 | $7.62M | Buy |
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