SIA
Schechter Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.27M | Buy |
13,568
+254
| +2% | +$23.7K | 0.1% | 192 |
|
|
2024
Q4 | $1.14M | Buy |
13,314
+167
| +1% | +$14.3K | 0.09% | 221 |
|
|
2024
Q3 | $1.15M | Sell |
13,147
-113
| -0.9% | -$9.92K | 0.09% | 225 |
|
|
2024
Q2 | $1.21M | Sell |
13,260
-370
| -3% | -$33.7K | 0.09% | 201 |
|
|
2024
Q1 | $1.29M | Buy |
13,630
+3,969
| +41% | +$375K | 0.1% | 195 |
|
|
2023
Q4 | $810K | Sell |
9,661
-44
| -0.5% | -$3.69K | 0.07% | 265 |
|
|
2023
Q3 | $877K | Sell |
9,705
-28
| -0.3% | -$2.53K | 0.09% | 243 |
|
|
2023
Q2 | $790K | Sell |
9,733
-68
| -0.7% | -$5.52K | 0.07% | 289 |
|
|
2023
Q1 | $812K | Buy |
9,801
+124
| +1% | +$10.3K | 0.08% | 301 |
|
|
2022
Q4 | $846K | Sell |
9,677
-398
| -4% | -$34.8K | 0.08% | 349 |
|
|
2022
Q3 | $726K | Sell |
10,075
-26
| -0.3% | -$1.87K | 0.07% | 387 |
|
|
2022
Q2 | $723K | Sell |
10,101
-4,087
| -29% | -$293K | 0.07% | 397 |
|
|
2022
Q1 | $1.08M | Sell |
14,188
-52,926
| -79% | -$4.04M | 0.1% | 276 |
|
|
2021
Q4 | $3.73M | Buy |
+67,114
| New | +$3.73M | 0.34% | 47 |
|