Sheaff Brock Investment Advisors’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
Q1 | $796K | Sell |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $584K | Buy |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $667K | Sell |
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|
2022
Q4 | $731K | Buy |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $353K | Buy |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $243K | Sell |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $406K | Sell |
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|
2019
Q2 | $448K | Buy |
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|
2019
Q1 | $464K | Sell |
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|
2018
Q4 | $404K | Sell |
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|
2018
Q3 | $657K | Sell |
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|
2018
Q2 | $688K | Sell |
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|
2018
Q1 | $674K | Buy |
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|
2017
Q4 | $678K | Sell |
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|
2017
Q3 | $800K | Buy |
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|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $750K | Sell |
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|
2016
Q4 | $823K | Buy |
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|
2016
Q3 | $280K | Buy |
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|
2016
Q2 | $258K | Buy |
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