Lowe Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
26,788
+10,798
| +68% | +$473K | 0.44% | 24 |
|
|
2025
Q2 | $678K | Sell |
15,990
-31,602
| -66% | -$1.32M | 0.26% | 33 |
|
|
2025
Q1 | $2.22M | Buy |
47,592
+656
| +1% | +$29.6K | 0.94% | 15 |
|
|
2024
Q4 | $2.01M | Buy |
46,936
+1,184
| +3% | +$53.8K | 0.86% | 15 |
|
|
2024
Q3 | $2.01M | Sell |
45,752
-1,012
| -2% | -$45.2K | 0.87% | 15 |
|
|
2024
Q2 | $2.13M | Sell |
46,764
-1,296
| -3% | -$60.4K | 0.97% | 14 |
|
|
2024
Q1 | $2.27M | Buy |
48,060
+54
| +0.1% | +$2.32K | 1.06% | 13 |
|
|
2023
Q4 | $2.01M | Buy |
48,006
+734
| +2% | +$31.4K | 1% | 14 |
|
|
2023
Q3 | $2.14M | Buy |
47,272
+13,064
| +38% | +$572K | 1.14% | 14 |
|
|
2023
Q2 | $1.39M | Buy |
34,208
+6,428
| +23% | +$262K | 0.7% | 16 |
|
|
2023
Q1 | $1.15M | Sell |
27,780
-2,570
| -8% | -$110K | 0.62% | 17 |
|
|
2022
Q4 | $1.33M | Buy |
30,350
+1,484
| +5% | +$64.6K | 0.73% | 15 |
|
|
2022
Q3 | $1.04M | Buy |
28,866
+2,556
| +10% | +$96.7K | 0.61% | 17 |
|
|
2022
Q2 | $941K | Sell |
26,310
-117,520
| -82% | -$4.71M | 0.51% | 21 |
|
|
2022
Q1 | $5.5M | Buy |
143,830
+8,296
| +6% | +$287K | 2.49% | 10 |
|
|
2021
Q4 | $3.76M | Buy |
135,534
+6,850
| +5% | +$194K | 1.66% | 10 |
|
|
2021
Q3 | $3.35M | Buy |
128,684
+9,058
| +8% | +$224K | 1.59% | 11 |
|
|
2021
Q2 | $3.22M | Buy |
119,626
+25,728
| +27% | +$669K | 1.54% | 11 |
|
|
2021
Q1 | $2.3M | Buy |
93,898
+30,096
| +47% | +$694K | 1.16% | 13 |
|
|
2020
Q4 | $1.21M | Buy |
63,802
+62,650
| +5,438% | +$1.08M | 0.61% | 18 |
|
|
2020
Q3 | $17K | Buy |
1,152
+200
| +21% | +$3.55K | 0.01% | 131 |
|
|
2020
Q2 | $18K | Buy |
952
+352
| +59% | +$6.55K | 0.01% | 118 |
|
|
2020
Q1 | $9K | Buy |
600
+200
| +50% | +$4.74K | 0.01% | 158 |
|
|
2019
Q4 | $12K | Buy |
400
+100
| +33% | +$2.97K | 0.01% | 152 |
|
|
2019
Q3 | $9K | Hold |
300
| – | – | 0.01% | 167 |
|
|
2019
Q2 | $10K | Sell |
300
-48
| -14% | -$1.54K | 0.01% | 163 |
|
|
2019
Q1 | $11K | Buy |
348
+248
| +248% | +$7.97K | 0.01% | 143 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $4K | Sell |
100
-200
| -67% | -$7.5K | ﹤0.01% | 219 |
|
|
2018
Q2 | $11K | Hold |
300
| – | – | 0.01% | 138 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $11K | Hold |
300
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $10K | Buy |
300
+200
| +200% | +$6.51K | 0.01% | 157 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 181 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 180 |
|
|
2015
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 188 |
|
|
2015
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $4K | Sell |
100
-68
| -40% | -$2.7K | ﹤0.01% | 172 |
|
|
2015
Q1 | $7K | Buy |
168
+68
| +68% | +$2.63K | ﹤0.01% | 142 |
|
|
2014
Q4 | $4K | Buy |
+100
| New | +$4.16K | ﹤0.01% | 158 |
|
Other funds holding XLE
MMH