Carlson Capital’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
$518K Buy
2020
Q1
Sell
2019
Q4
$12.7M Sell
2019
Q3
$16.9M Sell
2019
Q2
$23.2M Buy
2019
Q1
$21.3M Sell
2018
Q4
$22.1M Sell
2018
Q3
$43.1M Sell
2018
Q2
$49M Buy
2018
Q1
$43.4M Buy
2017
Q3
Sell
2017
Q2
$21.5M Buy
2017
Q1
$12.8M Buy