Gladstone Institutional Advisory’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 | $6.57M | Buy |
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|
2025
Q2 | $5.73M | Sell |
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|
2025
Q1 | $6.87M | Sell |
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|
2024
Q4 | $7.33M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $10.7M | Buy |
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|
2024
Q1 | $9.44M | Sell |
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|
2023
Q4 | $9.11M | Sell |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $5.46M | Buy |
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|
2023
Q1 | $4.88M | Sell |
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|
2022
Q4 | $6.14M | Buy |
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|
2022
Q3 | $4.36M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.75M | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $435K | Buy |
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|
2021
Q1 | $365K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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