Mesirow Financial Investment Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.73M | Sell |
20,399
-3,694
| -15% | -$313K | 0.03% | 203 |
|
2025
Q1 | $2.25M | Sell |
24,093
-491
| -2% | -$45.9K | 0.04% | 184 |
|
2024
Q4 | $2.11M | Sell |
24,584
-992
| -4% | -$85K | 0.04% | 186 |
|
2024
Q3 | $2.25M | Buy |
25,576
+595
| +2% | +$52.2K | 0.04% | 188 |
|
2024
Q2 | $2.28M | Sell |
24,981
-5,085
| -17% | -$464K | 0.05% | 179 |
|
2024
Q1 | $2.84M | Buy |
30,066
+3,689
| +14% | +$348K | 0.06% | 161 |
|
2023
Q4 | $2.21M | Buy |
+26,377
| New | +$2.21M | 0.08% | 149 |
|