Creative Planning’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
Q2 | $16.7M | Sell |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q3 | $16.5M | Buy |
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|
2024
Q2 | $16.9M | Sell |
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|
2024
Q1 | $18.1M | Sell |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $11M | Sell |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $9.46M | Buy |
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|
2022
Q2 | $9.04M | Sell |
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|
2022
Q1 | $10.5M | Buy |
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|
2021
Q4 | $6.85M | Buy |
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|
2021
Q3 | $5.9M | Buy |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $5.39M | Sell |
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|
2020
Q4 | $4.36M | Sell |
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|
2020
Q3 | $3.65M | Buy |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $4.54M | Sell |
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|
2019
Q4 | $15.3M | Sell |
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|
2019
Q3 | $19.9M | Sell |
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|
2019
Q2 | $28.5M | Sell |
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|
2019
Q1 | $85.4M | Sell |
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|
2018
Q4 | $103M | Sell |
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|
2018
Q3 | $198M | Sell |
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|
2018
Q2 | $265M | Sell |
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|
2018
Q1 | $295M | Sell |
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|
2017
Q4 | $399M | Sell |
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|
2017
Q3 | $388M | Buy |
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|
2017
Q2 | $331M | Buy |
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|
2017
Q1 | $323M | Buy |
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|
2016
Q4 | $321M | Buy |
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|
2016
Q3 | $282M | Buy |
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|
2016
Q2 | $254M | Buy |
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|
2016
Q1 | $210M | Buy |
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|
2015
Q4 | $184M | Buy |
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|
2015
Q3 | $136M | Buy |
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|
2015
Q2 | $116M | Buy |
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|
2015
Q1 | $103M | Buy |
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|
2014
Q4 | $89.4M | Buy |
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|
2014
Q3 | $63.4M | Buy |
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|
2014
Q2 | $55.1M | Buy |
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|
2014
Q1 | $42.1M | Buy |
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|
2013
Q4 | $38.6M | Sell |
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|
2013
Q3 | $37.2M | Sell |
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|
2013
Q2 | $37.2M | Buy |
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