HB Wealth Management’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 | $1.54M | Buy |
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|
2025
Q2 | $619K | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $5.28M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $962K | Sell |
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|
2023
Q4 | $956K | Buy |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $811K | Buy |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $232K | Buy |
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