Arete Wealth Advisors’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 | $1.03M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $3.08M | Buy |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $2.08B | Buy |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $581K | Sell |
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|
2021
Q4 | $446K | Buy |
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|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $241K | Sell |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $1.53M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $810K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $443K | Sell |
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|
2018
Q3 | $623K | Buy |
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|
2018
Q2 | $584K | Sell |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $519K | Buy |
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