Narus Financial Partners’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
Q2
$905K Sell
2025
Q1
$1.19M Buy
2024
Q4
$1.05M Sell
2024
Q3
$1.13M Sell
2024
Q2
$1.18M Sell
2024
Q1
$1.26M Sell
2023
Q4
$1.16M Sell
2023
Q3
$1.71M Sell
2023
Q2
$1.61M Sell
2023
Q1
$1.83M Sell
2022
Q4
$1.97M Buy
2022
Q3
$1.52M Buy
2022
Q2
$1.46M Buy
2022
Q1
$1.23M Buy
2021
Q1
$480K Buy
2019
Q4
$429K Sell
2019
Q3
$495K Sell
2019
Q2
$542K Buy
2017
Q3
$784K Buy
2017
Q2
$682K Sell
2017
Q1
$787K Sell
2016
Q4
$851K Buy