SDWMA
Schneider Downs Wealth Management 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
Q2 | $628K | Buy |
7,407
+4,665
| +170% | +$396K | 0.09% | 84 |
|
|
2025
Q1 | $256K | Buy |
2,742
+190
| +7% | +$17.8K | 0.05% | 123 |
|
|
2024
Q4 | $219K | Sell |
2,552
-2,170
| -46% | -$186K | 0.04% | 130 |
|
|
2024
Q3 | $415K | Sell |
4,722
-23
| -0.5% | -$2.02K | 0.08% | 95 |
|
|
2024
Q2 | $433K | Buy |
4,745
+1,433
| +43% | +$131K | 0.1% | 89 |
|
|
2024
Q1 | $313K | Buy |
3,312
+3
| +0.1% | +$283 | 0.07% | 100 |
|
|
2023
Q4 | $277K | Sell |
3,309
-159
| -5% | -$13.3K | 0.07% | 91 |
|
|
2023
Q3 | $313K | Buy |
3,468
+763
| +28% | +$69K | 0.07% | 80 |
|
|
2023
Q2 | $220K | Sell |
2,705
-544
| -17% | -$44.2K | 0.05% | 105 |
|
|
2023
Q1 | $269K | Sell |
3,249
-216
| -6% | -$17.9K | 0.06% | 94 |
|
|
2022
Q4 | $303K | Sell |
3,465
-6
| -0.2% | -$525 | 0.07% | 91 |
|
|
2022
Q3 | $250K | Hold |
3,471
| – | – | 0.07% | 106 |
|
|
2022
Q2 | $248K | Buy |
+3,471
| New | +$248K | 0.07% | 114 |
|