Wealthfront Advisers’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Sell |
1,214,495
-19,993
| -2% | -$1.7M | 0.27% | 41 |
|
|
2025
Q1 | $115M | Sell |
1,234,488
-64
| -0% | -$5.98K | 0.31% | 33 |
|
|
2024
Q4 | $106M | Sell |
1,234,552
-63,204
| -5% | -$5.41M | 0.31% | 36 |
|
|
2024
Q3 | $114M | Sell |
1,297,756
-28,094
| -2% | -$2.47M | 0.35% | 31 |
|
|
2024
Q2 | $121M | Sell |
1,325,850
-43,638
| -3% | -$3.98M | 0.41% | 29 |
|
|
2024
Q1 | $129M | Sell |
1,369,488
-12,315
| -0.9% | -$1.16M | 0.45% | 27 |
|
|
2023
Q4 | $116M | Sell |
1,381,803
-29,509
| -2% | -$2.47M | 0.45% | 26 |
|
|
2023
Q3 | $128M | Sell |
1,411,312
-27,161
| -2% | -$2.46M | 0.55% | 26 |
|
|
2023
Q2 | $117M | Sell |
1,438,473
-20,842
| -1% | -$1.69M | 0.5% | 25 |
|
|
2023
Q1 | $121M | Sell |
1,459,315
-39,454
| -3% | -$3.27M | 0.55% | 24 |
|
|
2022
Q4 | $131M | Sell |
1,498,769
-55,306
| -4% | -$4.84M | 0.64% | 21 |
|
|
2022
Q3 | $112M | Sell |
1,554,075
-91,843
| -6% | -$6.61M | 0.6% | 21 |
|
|
2022
Q2 | $118M | Sell |
1,645,918
-272,184
| -14% | -$19.5M | 0.59% | 21 |
|
|
2022
Q1 | $147M | Sell |
1,918,102
-127,301
| -6% | -$9.73M | 0.64% | 21 |
|
|
2021
Q4 | $114M | Sell |
2,045,403
-127,138
| -6% | -$7.06M | 0.48% | 21 |
|
|
2021
Q3 | $113M | Sell |
2,172,541
-154,851
| -7% | -$8.07M | 0.52% | 21 |
|
|
2021
Q2 | $125M | Sell |
2,327,392
-27,135
| -1% | -$1.46M | 0.6% | 20 |
|
|
2021
Q1 | $116M | Sell |
2,354,527
-101,892
| -4% | -$5M | 0.62% | 20 |
|
|
2020
Q4 | $93.1M | Buy |
2,456,419
+629,890
| +34% | +$23.9M | 0.56% | 22 |
|
|
2020
Q3 | $54.7M | Sell |
1,826,529
-161,276
| -8% | -$4.83M | 0.39% | 23 |
|
|
2020
Q2 | $75.2M | Sell |
1,987,805
-1,024,566
| -34% | -$38.8M | 0.58% | 22 |
|
|
2020
Q1 | $87.5M | Buy |
3,012,371
+1,343,962
| +81% | +$39.1M | 0.8% | 17 |
|
|
2019
Q4 | $100M | Buy |
1,668,409
+466,927
| +39% | +$28M | 0.74% | 16 |
|
|
2019
Q3 | $71.1M | Buy |
1,201,482
+402,994
| +50% | +$23.9M | 0.6% | 18 |
|
|
2019
Q2 | $50.9M | Sell |
798,488
-777,320
| -49% | -$49.5M | 0.44% | 20 |
|
|
2019
Q1 | $104M | Buy |
1,575,808
+548,835
| +53% | +$36.3M | 0.97% | 16 |
|
|
2018
Q4 | $58.9M | Buy |
+1,026,973
| New | +$58.9M | 0.63% | 18 |
|