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