Cerity Partners OCIO’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 | $10.5M | Hold |
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|
2025
Q2 | $9.98M | Hold |
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|
2025
Q1 | $11M | Hold |
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|
2024
Q4 | $10.1M | Hold |
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|
2024
Q3 | $10.3M | Hold |
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|
2024
Q2 | $10.7M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | $918K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $841K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6.53M | Buy |
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