Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $19.8K | Hold |
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|
2025
Q2 | $18.8K | Buy |
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|
2025
Q1 | $20.3K | Sell |
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|
2024
Q4 | $19.9K | Sell |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.4M | Sell |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $793K | Buy |
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|
2022
Q4 | $806K | Buy |
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|
2022
Q3 | $601K | Buy |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $14K | Buy |
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