Waverly Advisors’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 | $8.25M | Buy |
|
|||||
|
2025
Q2 | $5.27M | Buy |
|
|||||
|
2025
Q1 | $2.21M | Sell |
|
|||||
|
2024
Q4 | $2.09M | Buy |
|
|||||
|
2024
Q3 | $1.03M | Buy |
|
|||||
|
2024
Q2 | $782K | Buy |
|
|||||
|
2024
Q1 | $793K | Buy |
|
|||||
|
2023
Q4 | $547K | Buy |
|
|||||
|
2023
Q3 | $548K | Buy |
|
|||||
|
2023
Q2 | $485K | Buy |
|
|||||
|
2023
Q1 | $271K | Buy |
|
|||||
|
2022
Q4 | $249K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $14K | Buy |
|