Valmark Advisers’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 | $8.11M | Buy |
|
|||||
|
2025
Q1 | $8.39M | Buy |
|
|||||
|
2024
Q4 | $7.02M | Buy |
|
|||||
|
2024
Q3 | $6.67M | Buy |
|
|||||
|
2024
Q2 | $6.43M | Buy |
|
|||||
|
2024
Q1 | $6.35M | Buy |
|
|||||
|
2023
Q4 | $5.39M | Buy |
|
|||||
|
2023
Q3 | $5.78M | Buy |
|
|||||
|
2023
Q2 | $5.05M | Buy |
|
|||||
|
2023
Q1 | $5.05M | Buy |
|
|||||
|
2022
Q4 | $5.11M | Buy |
|
|||||
|
2022
Q3 | $3.97M | Buy |
|
|||||
|
2022
Q2 | $3.69M | Sell |
|
|||||
|
2022
Q1 | $5.35M | Buy |
|
|||||
|
2021
Q4 | $3.59M | Sell |
|
|||||
|
2021
Q3 | $3.42M | Buy |
|
|||||
|
2021
Q2 | $3.46M | Buy |
|
|||||
|
2021
Q1 | $2.97M | Buy |
|
|||||
|
2020
Q4 | $2.24M | Buy |
|
|||||
|
2020
Q3 | $1.67M | Sell |
|
|||||
|
2020
Q2 | $2.13M | Sell |
|
|||||
|
2020
Q1 | $1.7M | Buy |
|
|||||
|
2019
Q4 | $2.87M | Buy |
|
|||||
|
2019
Q3 | $2.65M | Buy |
|
|||||
|
2019
Q2 | $2.75M | Buy |
|
|||||
|
2019
Q1 | $2.12M | Buy |
|
|||||
|
2018
Q4 | $1.62M | Buy |
|
|||||
|
2018
Q3 | $1.59M | Buy |
|
|||||
|
2018
Q2 | $1.45M | Sell |
|
|||||
|
2018
Q1 | $1.34M | Buy |
|
|||||
|
2017
Q4 | $1.42M | Buy |
|