Summit Financial Wealth 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 | $757K | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $339K | Sell |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $469K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $3.77M | Buy |
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|
2019
Q1 | $3.03M | Buy |
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|
2018
Q4 | $2.37M | Buy |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.46M | Sell |
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|
2018
Q1 | $1.48M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $155K | Sell |
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|
2015
Q2 | $778K | Sell |
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|
2015
Q1 | $849K | Buy |
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|
2014
Q4 | $749K | Buy |
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