SMART Wealth’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
Q3 | $311K | Sell |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $4.34M | Buy |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $987K | Sell |
|
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|
2024
Q2 | $1.91M | Buy |
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|
2024
Q1 | $1.85M | Sell |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $599K | Buy |
|
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|
2023
Q1 | $493K | Sell |
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|
2022
Q4 | $1.45M | Buy |
|