Lebenthal Global 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
$886K Sell
2025
Q1
$1.06M Sell
2024
Q4
$14.8M Buy
2024
Q3
$14.2M Buy
2024
Q2
$2.33M Sell
2024
Q1
$14M Sell
2023
Q4
$19.4M Buy
2023
Q3
$11.9M Buy
2023
Q2
$7.02M Buy
2023
Q1
$781K Sell
2022
Q4
$833K Buy
2022
Q3
$662K Buy
2022
Q2
$646K Sell
2022
Q1
$763K Sell
2021
Q4
$9.04M Buy
2021
Q3
$536K Buy
2021
Q1
Sell
2020
Q4
$34K Buy