Steel Grove Capital 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 | $387K | Hold |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $323K | Sell |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $774K | Sell |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.04M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.98M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.44M | Buy |
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|
2017
Q3 | $984K | Buy |
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|
2017
Q2 | $282K | Sell |
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|
2017
Q1 | $651K | Sell |
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|
2016
Q4 | $1.25M | Buy |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.42M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $366K | Hold |
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|
2015
Q1 | $378K | Buy |
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