Summit Financial’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 | $8.4M | Buy |
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|
2025
Q1 | $7.68M | Buy |
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|
2024
Q4 | $5.89M | Sell |
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|
2024
Q3 | $6.16M | Buy |
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|
2024
Q2 | $5.96M | Buy |
|
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $2.59M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.38M | Sell |
|
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $878K | Buy |
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|
2021
Q3 | $540K | Buy |
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