Round Rock Advisors’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
$2.79M Sell
2025
Q2
$3.05M Sell
2025
Q1
$5.03M Buy
2024
Q4
$4.57M Buy
2024
Q3
$4.6M Buy
2022
Q3
Sell
2022
Q2
$459K Buy
2022
Q1
$231K Buy