Phoenix Financial’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
Q3 | $29.1M | Sell |
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|
2025
Q2 | $62.6M | Sell |
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|
2025
Q1 | $155M | Buy |
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|
2024
Q4 | $90.6M | Buy |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $4.42M | Sell |
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|
2024
Q1 | $6.21M | Sell |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $8.05M | Sell |
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|
2023
Q2 | $153M | Buy |
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|
2023
Q1 | $8.11M | Buy |
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|
2022
Q4 | $8.54M | Buy |
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|
2022
Q3 | $6.51M | Buy |
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|
2022
Q2 | $3.91M | Sell |
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|
2022
Q1 | $5.18M | Sell |
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|
2021
Q4 | $48.4M | Sell |
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|
2021
Q3 | $47.2M | Buy |
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|
2021
Q2 | $5.62M | Buy |
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|
2021
Q1 | $4.34M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $421K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $424K | Buy |
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