Stephens Inc’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 | $3.86M | Sell |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $4.04M | Buy |
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|
2024
Q3 | $3.86M | Buy |
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|
2024
Q2 | $3.4M | Sell |
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|
2024
Q1 | $3.54M | Sell |
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|
2023
Q4 | $3.19M | Sell |
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|
2023
Q3 | $4.27M | Sell |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $19.2M | Buy |
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|
2022
Q3 | $2.81M | Sell |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $9.7M | Sell |
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|
2021
Q4 | $9.81M | Buy |
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|
2021
Q3 | $5.7M | Buy |
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|
2021
Q2 | $5.38M | Buy |
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|
2021
Q1 | $4.65M | Buy |
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|
2020
Q4 | $2.98M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.55M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.62M | Buy |
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|
2019
Q1 | $1.57M | Sell |
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|
2018
Q4 | $1.38M | Buy |
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|
2018
Q3 | $853K | Sell |
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|
2018
Q2 | $951K | Sell |
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|
2018
Q1 | $874K | Sell |
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|
2017
Q4 | $942K | Buy |
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|
2017
Q3 | $885K | Sell |
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|
2017
Q2 | $926K | Buy |
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|
2017
Q1 | $681K | Sell |
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|
2016
Q4 | $793K | Buy |
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|
2016
Q3 | $606K | Sell |
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|
2016
Q2 | $782K | Buy |
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|
2016
Q1 | $583K | Buy |
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|
2015
Q4 | $556K | Buy |
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|
2015
Q3 | $410K | Sell |
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|
2015
Q2 | $518K | Buy |
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|
2015
Q1 | $503K | Sell |
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|
2014
Q4 | $784K | Buy |
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|
2014
Q3 | $347K | Buy |
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|
2014
Q2 | $382K | Buy |
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|
2014
Q1 | $242K | Sell |
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|
2013
Q4 | $286K | Buy |
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|
2013
Q3 | $263K | Sell |
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|
2013
Q2 | $271K | Buy |
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