Beacon Pointe 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 | $10.3M | Buy |
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|
2025
Q1 | $9.32M | Sell |
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|
2024
Q4 | $19.8M | Sell |
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|
2024
Q3 | $21M | Sell |
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|
2024
Q2 | $21.8M | Sell |
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|
2024
Q1 | $27.3M | Buy |
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|
2023
Q4 | $23.3M | Buy |
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|
2023
Q3 | $24.1M | Buy |
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|
2023
Q2 | $19.9M | Sell |
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|
2023
Q1 | $23M | Sell |
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|
2022
Q4 | $24.7M | Buy |
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|
2022
Q3 | $20.1M | Buy |
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|
2022
Q2 | $19.7M | Sell |
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|
2022
Q1 | $21.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $271K | Buy |
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