Simon Quick Advisors’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 | $7.94M | Buy |
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|
2025
Q2 | $7.34M | Buy |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $920K | Buy |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $740K | Buy |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $553K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | $4K | Buy |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | $20K | Hold |
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|
2019
Q3 | $20K | Hold |
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|
2019
Q2 | $21.5K | Sell |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $31K | Hold |
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|
2018
Q3 | $41K | Buy |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $37K | Hold |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $35K | Buy |
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