Secure Asset Management’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 | $469K | Buy |
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|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $3.19M | Buy |
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|
2023
Q3 | $3.37M | Buy |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $856K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $305K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Buy |
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