Novare Capital Management’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 | $6.69M | Sell |
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|
2025
Q2 | $6.62M | Sell |
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|
2025
Q1 | $9.85M | Buy |
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|
2024
Q4 | $7.4M | Sell |
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|
2024
Q3 | $7.86M | Sell |
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|
2024
Q2 | $8.2M | Sell |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $14.7M | Buy |
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|
2023
Q2 | $12.8M | Buy |
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|
2023
Q1 | $12M | Buy |
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|
2022
Q4 | $11.4M | Buy |
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|
2022
Q3 | $9.03M | Buy |
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|
2022
Q2 | $8.11M | Buy |
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|
2022
Q1 | $7.86M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $861K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $493K | Sell |
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|
2015
Q3 | $618K | Buy |
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