Roble Belko & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $140K | Buy |
2,292
+1,557
| +212% | +$83.5K | 0.02% | 154 |
|
|
2025
Q4 | $33K | Buy |
735
+3
| +0.4% | +$134 | ﹤0.01% | 231 |
|
|
2025
Q3 | $33K | Buy |
732
+352
| +93% | +$15.4K | ﹤0.01% | 201 |
|
|
2025
Q2 | $16K | Hold |
380
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $18K | Hold |
380
| – | – | ﹤0.01% | 227 |
|
|
2024
Q4 | $16K | Hold |
380
| – | – | ﹤0.01% | 227 |
|
|
2024
Q3 | $17K | Hold |
380
| – | – | ﹤0.01% | 217 |
|
|
2024
Q2 | $17K | Hold |
380
| – | – | ﹤0.01% | 217 |
|
|
2024
Q1 | $18K | Hold |
380
| – | – | ﹤0.01% | 222 |
|
|
2023
Q4 | $16K | Hold |
380
| – | – | ﹤0.01% | 215 |
|
|
2023
Q3 | $17K | Hold |
380
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $15K | Hold |
380
| – | – | ﹤0.01% | 202 |
|
|
2023
Q1 | $16K | Hold |
380
| – | – | ﹤0.01% | 209 |
|
|
2022
Q4 | $17K | Hold |
380
| – | – | ﹤0.01% | 224 |
|
|
2022
Q3 | $14K | Sell |
380
-206
| -35% | -$7.79K | ﹤0.01% | 223 |
|
|
2022
Q2 | $21K | Sell |
586
-10
| -2% | -$401 | ﹤0.01% | 198 |
|
|
2022
Q1 | $23K | Sell |
596
-182
| -23% | -$6.3K | ﹤0.01% | 226 |
|
|
2021
Q4 | $22K | Buy |
778
+4
| +0.5% | +$113 | ﹤0.01% | 211 |
|
|
2021
Q3 | $20K | Buy |
774
+4
| +0.5% | +$99 | ﹤0.01% | 207 |
|
|
2021
Q2 | $21K | Buy |
770
+2
| +0.3% | +$52 | ﹤0.01% | 213 |
|
|
2021
Q1 | $19K | Buy |
768
+4
| +0.5% | +$92 | ﹤0.01% | 215 |
|
|
2020
Q4 | $14K | Buy |
764
+6
| +0.8% | +$103 | ﹤0.01% | 222 |
|
|
2020
Q3 | $11K | Sell |
758
-504
| -40% | -$8.95K | ﹤0.01% | 237 |
|
|
2020
Q2 | $24K | Buy |
1,262
+6
| +0.5% | +$112 | 0.01% | 185 |
|
|
2020
Q1 | $18K | Buy |
1,256
+496
| +65% | +$11.8K | 0.01% | 197 |
|
|
2019
Q4 | $23K | Buy |
760
+236
| +45% | +$7K | 0.01% | 203 |
|
|
2019
Q3 | $15K | Buy |
524
+2
| +0.4% | +$60 | ﹤0.01% | 233 |
|
|
2019
Q2 | $17K | Buy |
522
+510
| +4,250% | +$16.3K | 0.01% | 219 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 329 |
|
|
2018
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 330 |
|
|
2018
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 328 |
|
|
2018
Q2 | $0 | Sell |
12
-16,940
| -100% | -$629K | ﹤0.01% | 338 |
|
|
2018
Q1 | $571K | Hold |
16,952
| – | – | 0.22% | 36 |
|
|
2017
Q4 | $612K | Sell |
16,952
-124
| -0.7% | -$4.27K | 0.25% | 35 |
|
|
2017
Q3 | $585K | Sell |
17,076
-2,672
| -14% | -$86.9K | 0.26% | 33 |
|
|
2017
Q2 | $641K | Buy |
19,748
+508
| +3% | +$17.1K | 0.31% | 31 |
|
|
2017
Q1 | $672K | Sell |
19,240
-170
| -0.9% | -$6.14K | 0.33% | 31 |
|
|
2016
Q4 | $731K | Sell |
19,410
-4,224
| -18% | -$153K | 0.38% | 31 |
|
|
2016
Q3 | $834K | Sell |
23,634
-2,366
| -9% | -$81.1K | 0.45% | 32 |
|
|
2016
Q2 | $887K | Sell |
26,000
-178
| -0.7% | -$5.87K | 0.49% | 30 |
|
|
2016
Q1 | $810K | Sell |
26,178
-43,142
| -62% | -$1.25M | 0.46% | 32 |
|
|
2015
Q4 | $2.09M | Buy |
69,320
+21,140
| +44% | +$696K | 1.26% | 20 |
|
|
2015
Q3 | $1.47M | Sell |
48,180
-298
| -0.6% | -$10K | 0.9% | 28 |
|
|
2015
Q2 | $1.82M | Buy |
48,478
+5,024
| +12% | +$199K | 1.06% | 24 |
|
|
2015
Q1 | $1.69M | Buy |
+43,454
| New | +$1.68M | 0.99% | 26 |
|
Other funds holding XLE
VMPIC
MMH