Kelleher Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.19M | Sell |
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|
2025
Q4 | $888K | Sell |
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|
2025
Q3 | $892K | Hold |
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|
2025
Q2 | $847K | Hold |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $832K | Hold |
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|
2024
Q3 | $853K | Hold |
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|
2024
Q2 | $885K | Hold |
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|
2024
Q1 | $917K | Sell |
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|
2023
Q4 | $862K | Hold |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $848K | Sell |
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|
2023
Q1 | $883K | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $548K | Hold |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $728K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $206K | Buy |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $218K | Buy |
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