Wealthspire Advisors (New York)’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
Q3 | $2.14M | Sell |
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|
2025
Q2 | $2.13M | Sell |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $5.4M | Sell |
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|
2024
Q2 | $5.68M | Buy |
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|
2024
Q1 | $5.85M | Sell |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $5.38M | Sell |
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|
2023
Q2 | $6.42M | Sell |
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|
2023
Q1 | $8.35M | Buy |
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|
2022
Q4 | $8.79M | Buy |
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|
2022
Q3 | $6.73M | Sell |
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|
2022
Q2 | $7.34M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $4.18M | Sell |
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|
2021
Q3 | $3.95M | Sell |
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|
2021
Q2 | $6.24M | Buy |
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|
2021
Q1 | $5.51M | Buy |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.05M | Sell |
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|
2020
Q2 | $3.86M | Buy |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Buy |
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