Crescent Grove Advisors’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 | $9.66M | Buy |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $9.05M | Buy |
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|
2024
Q3 | $8.17M | Buy |
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|
2024
Q2 | $5.78M | Buy |
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|
2024
Q1 | $5.63M | Buy |
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|
2023
Q4 | $4.72M | Buy |
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|
2023
Q3 | $4.24M | Buy |
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|
2023
Q2 | $3.75M | Sell |
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|
2023
Q1 | $3.88M | Buy |
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|
2022
Q4 | $3.61M | Buy |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $1.69M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $620K | Buy |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $468K | Sell |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $1.74M | Sell |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.84M | Hold |
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|
2019
Q1 | $1.91M | Sell |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $2.43M | Sell |
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|
2018
Q2 | $2.48M | Hold |
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|
2018
Q1 | $2.2M | Sell |
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|
2017
Q4 | $3.92M | Hold |
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|
2017
Q3 | $3.71M | Buy |
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|
2017
Q2 | $3.19M | Buy |
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