Cary Street Partners Asset Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$554K Sell
2024
Q2
$665K Sell
2024
Q1
$697K Sell
2023
Q4
$780K Sell
2023
Q3
$852K Buy
2023
Q2
$608K Sell
2023
Q1
$815K Sell
2022
Q4
$962K Buy
2022
Q3
$788K Buy
2022
Q2
$696K Sell
2022
Q1
$746K Buy
2021
Q4
$508K Buy