Orion Portfolio Solutions’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
Q1 | $7.84M | Buy |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $3.93M | Sell |
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|
2024
Q2 | $5.5M | Buy |
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|
2024
Q1 | $5.41M | Sell |
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|
2023
Q4 | $5.42M | Sell |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $3.49M | Sell |
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|
2023
Q1 | $3.68M | Buy |
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|
2022
Q4 | $2.46M | Buy |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $587K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $4.61M | Buy |
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|
2019
Q4 | $4.69M | Buy |
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