Windsor Advisory 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
Q2
$667K Hold
2025
Q1
$735K Hold
2024
Q4
$673K Sell
2024
Q3
$758K Sell
2024
Q2
$966K Sell
2024
Q1
$1.49M Sell
2023
Q4
$1.85M Buy
2023
Q3
$1.5M Sell
2023
Q2
$1.77M Sell
2023
Q1
$2.21M Buy
2022
Q4
$1.89M Buy