SWS Partners’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
$3.48M Buy
2025
Q2
$2.97M Buy
2025
Q1
$3.24M Sell
2024
Q4
$3.18M Buy
2024
Q3
$2.46M Sell
2024
Q2
$2.59M Buy
2024
Q1
$2.62M Sell
2023
Q4
$2.52M Buy
2023
Q3
$2.28M Sell
2023
Q2
$2.31M Sell
2023
Q1
$2.44M Buy
2022
Q4
$2.39M Sell
2022
Q3
$2.36M Buy
2021
Q1
Sell
2020
Q4
$2.54M Buy