Whitney & Co’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
Q2 | $17.4M | Buy |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $17.2M | Buy |
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|
2024
Q3 | $17.5M | Buy |
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|
2024
Q2 | $18M | Sell |
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|
2024
Q1 | $18.7M | Buy |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $17.4M | Buy |
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|
2023
Q2 | $15.4M | Buy |
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|
2023
Q1 | $15.5M | Buy |
|
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|
2022
Q4 | $15.8M | Buy |
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|
2022
Q3 | $12.8M | Buy |
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|
2022
Q2 | $12.6M | Buy |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $11.3M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $10.8M | Buy |
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|
2021
Q1 | $9.39M | Buy |
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|
2020
Q4 | $7.57M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $284K | Buy |
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