Fiduciary Group’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 | $10.1M | Buy |
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|
2025
Q2 | $9.57M | Buy |
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|
2025
Q1 | $10.2M | Buy |
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|
2024
Q4 | $9.28M | Sell |
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|
2024
Q3 | $9.74M | Buy |
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|
2024
Q2 | $10M | Sell |
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|
2024
Q1 | $10.4M | Buy |
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|
2023
Q4 | $9.19M | Sell |
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|
2023
Q3 | $10.2M | Buy |
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|
2023
Q2 | $9.12M | Buy |
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|
2023
Q1 | $9.06M | Buy |
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|
2022
Q4 | $9.23M | Buy |
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|
2022
Q3 | $8.29M | Buy |
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|
2022
Q2 | $6.47M | Buy |
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|
2022
Q1 | $3.86M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $256K | Buy |
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