Summit Securities Group’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 | – | Sell |
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|
2025
Q2 | $204K | Sell |
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|
2025
Q1 | $645K | Buy |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $878K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $108K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $3.72M | Sell |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $726K | Sell |
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|
2021
Q4 | $6.74M | Buy |
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|
2021
Q3 | $1.89M | Sell |
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|
2021
Q2 | $5.06M | Sell |
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|
2021
Q1 | $6.35M | Buy |
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|
2020
Q4 | $3.65M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.34M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $625K | Sell |
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|
2018
Q3 | $1.5M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $603K | Buy |
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|
2017
Q2 | $273K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.12M | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $120K | Buy |
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|
2015
Q1 | $8K | Sell |
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|
2014
Q4 | $182K | Buy |
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|
2014
Q3 | $45K | Sell |
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|
2014
Q2 | $110K | Buy |
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|
2014
Q1 | $89K | Buy |
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|
2013
Q4 | $62K | Buy |
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