Welch Group’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 | $573K | Buy |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $384K | Hold |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $322K | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $5.87M | Buy |
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|
2020
Q3 | $989K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $196K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $384K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $458K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $276K | Sell |
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|
2015
Q4 | $2.59M | Buy |
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|
2015
Q3 | $2.46M | Buy |
|