Chicago Partners Investment Group’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 | $996K | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $767K | Sell |
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|
2022
Q1 | $806K | Buy |
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|
2021
Q4 | $666K | Buy |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $444K | Buy |
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|
2021
Q1 | $403K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $38K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $117K | Hold |
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|
2016
Q3 | $109K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $171K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13K | Buy |
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