Sageworth Trust’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
$687K Buy
2025
Q2
$538K Hold
2025
Q1
$593K Buy
2024
Q4
$536K Hold
2024
Q3
$549K Hold
2024
Q2
$570K Hold
2024
Q1
$590K Hold
2023
Q4
$524K Hold
2023
Q3
$565K Hold
2023
Q2
$507K Hold
2023
Q1
$518K Hold
2022
Q4
$547K Hold
2022
Q3
$450K Buy
2022
Q1
Sell
2021
Q4
$1.35M Hold
2021
Q3
$1.27M Hold
2021
Q2
$1.31M Hold
2021
Q1
$1.2M Sell
2020
Q4
$5.83M Hold
2020
Q3
$4.61M Hold
2020
Q2
$5.82M Sell
2020
Q1
$16.6M Buy