MBA 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
Q3
$250K Buy
2025
Q2
$235K Buy
2025
Q1
$258K Sell
2024
Q4
$275K Buy
2024
Q3
$264K Buy
2024
Q2
$269K Buy
2024
Q1
$244K Buy
2023
Q1
Sell
2022
Q4
$250K Sell
2022
Q3
$224K Sell
2022
Q2
$273K Sell
2022
Q1
$340K Sell
2021
Q4
$314K Sell
2021
Q3
$296K Sell
2021
Q2
$340 Buy
2021
Q1
$269 Buy