Strategic Investment 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $405K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $495K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $509K | Buy |
|
|||||
|
2023
Q3 | $539K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $610K | Buy |
|
|||||
|
2022
Q4 | $343K | Sell |
|
|||||
|
2022
Q3 | $580K | Sell |
|
|||||
|
2022
Q2 | $668K | Buy |
|
|||||
|
2022
Q1 | $369K | Sell |
|
|||||
|
2021
Q4 | $1.08M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $575K | Sell |
|
|||||
|
2021
Q1 | $1.1M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $328K | Sell |
|
|||||
|
2018
Q4 | $303K | Buy |
|