SWS Partners’s State Street Energy Select Sector SPDR ETF 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