Capital Square’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
$201K Buy
2024
Q4
Sell
2024
Q3
$215K Sell
2024
Q2
$256K Buy
2024
Q1
$238K Buy
2023
Q2
Sell
2023
Q1
$251K Sell
2022
Q4
$305K Sell
2022
Q3
$335K Sell
2022
Q2
$335K Sell
2022
Q1
$520K Sell
2021
Q4
$489K Sell
2021
Q3
$578K Sell
2021
Q2
$554K Sell
2021
Q1
$577K Buy
2020
Q4
$409K Sell
2020
Q3
$389K Sell
2020
Q2
$494K Buy
2020
Q1
$363K Buy
2019
Q4
$512K Buy