WealthPLAN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $220K | Sell |
3,599
-3,703
| -51% | -$199K | 0.04% | 210 |
|
|
2025
Q4 | $326K | Sell |
7,302
-2,854
| -28% | -$127K | 0.05% | 228 |
|
|
2025
Q3 | $454K | Buy |
10,156
+2,108
| +26% | +$92.3K | 0.07% | 181 |
|
|
2025
Q2 | $341K | Buy |
8,048
+1,800
| +29% | +$75K | 0.05% | 199 |
|
|
2025
Q1 | $292K | Sell |
6,248
-1,930
| -24% | -$87K | 0.04% | 218 |
|
|
2024
Q4 | $350K | Sell |
8,178
-3,408
| -29% | -$155K | 0.05% | 199 |
|
|
2024
Q3 | $509K | Sell |
11,586
-1,820
| -14% | -$81.4K | 0.07% | 180 |
|
|
2024
Q2 | $611K | Buy |
13,406
+572
| +4% | +$26.6K | 0.07% | 186 |
|
|
2024
Q1 | $606K | Sell |
12,834
-304
| -2% | -$13.1K | 0.06% | 185 |
|
|
2023
Q4 | $551K | Sell |
13,138
-3,980
| -23% | -$170K | 0.06% | 211 |
|
|
2023
Q3 | $774K | Buy |
17,118
+978
| +6% | +$42.8K | 0.09% | 161 |
|
|
2023
Q2 | $655K | Buy |
16,140
+252
| +2% | +$10.3K | 0.09% | 161 |
|
|
2023
Q1 | $658K | Sell |
15,888
-902
| -5% | -$38.6K | 0.07% | 173 |
|
|
2022
Q4 | $756K | Buy |
+16,790
| New | +$731K | 0.05% | 202 |
|
|
2022
Q1 | $827K | Buy |
22,014
+3,996
| +22% | +$138K | 0.06% | 191 |
|
|
2021
Q4 | $594K | Buy |
18,018
+1,940
| +12% | +$54.8K | 0.04% | 234 |
|
|
2021
Q3 | $460K | Sell |
16,078
-292
| -2% | -$7.23K | 0.03% | 262 |
|
|
2021
Q2 | $410K | Buy |
16,370
+8,264
| +102% | +$215K | 0.03% | 255 |
|
|
2021
Q1 | $206K | Buy |
+8,106
| New | +$187K | 0.02% | 315 |
|
|
2019
Q2 | – | Sell |
-6,496
| Closed | -$208K | – | 278 |
|
|
2019
Q1 | $208K | Buy |
6,496
+298
| +5% | +$9.57K | 0.03% | 244 |
|
|
2018
Q4 | $205K | Sell |
6,198
-1,746
| -22% | -$58.4K | 0.03% | 243 |
|
|
2018
Q3 | $258K | Sell |
7,944
-116,478
| -94% | -$4.37M | 0.05% | 203 |
|
|
2018
Q2 | $4.72M | Buy |
124,422
+26,650
| +27% | +$990K | 0.97% | 23 |
|
|
2018
Q1 | $3.29M | Buy |
97,772
+32,316
| +49% | +$1.14M | 0.72% | 38 |
|
|
2017
Q4 | $2.37M | Sell |
65,456
-63,634
| -49% | -$2.19M | 0.63% | 44 |
|
|
2017
Q3 | $4.42M | Buy |
+129,090
| New | +$4.2M | 1.24% | 16 |
|
|
2017
Q2 | – | Sell |
-970
| Closed | -$34K | – | 436 |
|
|
2017
Q1 | $34K | Buy |
+970
| New | +$35.1K | 0.12% | 142 |
|
|
2016
Q3 | $194K | Sell |
5,562
-1,304
| -19% | -$44.7K | 0.06% | 152 |
|
|
2016
Q2 | $159K | Buy |
+6,866
| New | +$227K | 0.02% | 456 |
|
|
2015
Q4 | $135K | Buy |
+6,650
| New | +$219K | 0.02% | 341 |
|
|
2015
Q2 | $41K | Buy |
1,104
+2
| +0.2% | +$79 | 0.02% | 193 |
|
|
2015
Q1 | $44K | Buy |
+1,102
| New | +$42.7K | 0.02% | 252 |
|
Other funds holding XLE
VMPIC
MMH