Fort Sheridan 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
$425K Hold
2025
Q1
$469K Hold
2024
Q4
$430K Hold
2024
Q3
$440K Sell
2024
Q2
$462K Buy
2024
Q1
$474K Buy
2023
Q4
$374K Buy
2023
Q3
$401K Sell
2023
Q2
$361K Sell
2023
Q1
$380K Sell
2022
Q4
$415K Sell
2022
Q3
$344K Sell
2022
Q2
$363K Hold
2022
Q1
$388K Sell
2021
Q4
$315K Buy