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