Whittier Trust’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 | $1.81M | Sell |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $925K | Buy |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $939K | Buy |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $893K | Buy |
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|
2021
Q4 | $604K | Buy |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $425K | Buy |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $586K | Buy |
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|
2019
Q2 | $224K | Sell |
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|
2019
Q1 | $671K | Sell |
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|
2018
Q4 | $908K | Buy |
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|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $323K | Hold |
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $579K | Buy |
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|
2017
Q3 | $317K | Hold |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $334K | Sell |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $302K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $1.02M | Sell |
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|
2015
Q4 | $5.42M | Buy |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $0 | Sell |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Hold |
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|
2013
Q2 | $5K | Buy |
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