Mather Group’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
Q3 | $299K | Sell |
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|
2025
Q2 | $362K | Sell |
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|
2025
Q1 | $494K | Buy |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $841K | Buy |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $418K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $743K | Sell |
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|
2022
Q4 | $793K | Buy |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $205K | Buy |
|