Stamos Capital Partners’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
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $3.89M | Sell |
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|
2022
Q1 | $5.96M | Sell |
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|
2021
Q4 | $8.02M | Sell |
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|
2021
Q3 | $7.72M | Buy |
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|
2021
Q2 | $6.85M | Sell |
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|
2021
Q1 | $9.74M | Hold |
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|
2020
Q4 | $7.52M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $266K | Buy |
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