Marcum Wealth’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
Q1 | $344K | Sell |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $521K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $283K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $372K | Buy |
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