IPG Investment 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
Q3 | $496K | Sell |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.3M | Sell |
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|
2023
Q2 | $2.15M | Sell |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.54M | Sell |
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|
2021
Q4 | $4.51M | Buy |
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|
2021
Q3 | $2.28M | Buy |
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|
2021
Q2 | $2.23M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $922K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.64M | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $1.42M | Sell |
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|
2019
Q1 | $1.77M | Buy |
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|
2018
Q4 | $849K | Sell |
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|
2018
Q3 | $1.72M | Sell |
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|
2018
Q2 | $4.59M | Buy |
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|
2018
Q1 | $3.21M | Buy |
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|
2017
Q4 | $908K | Sell |
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|
2017
Q3 | $868K | Buy |
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|
2017
Q2 | $320K | Sell |
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|
2017
Q1 | $572K | Sell |
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|
2016
Q4 | $685K | Buy |
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|
2016
Q3 | $624K | Buy |
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|
2016
Q2 | $603K | Buy |
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|
2016
Q1 | $547K | Buy |
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|
2015
Q4 | $471K | Buy |
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|
2015
Q3 | $459K | Buy |
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|
2015
Q2 | $307K | Buy |
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|
2015
Q1 | $317K | Hold |
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|
2014
Q4 | $323K | Buy |
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