WIA
World Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
16,102
+3,110
| +24% | +$264K | 0.03% | 449 |
|
|
2025
Q1 | $1.21M | Sell |
12,992
-417
| -3% | -$39K | 0.03% | 450 |
|
|
2024
Q4 | $1.15M | Buy |
13,409
+6,202
| +86% | +$531K | 0.03% | 442 |
|
|
2024
Q3 | $633K | Buy |
7,207
+3,879
| +117% | +$341K | 0.02% | 529 |
|
|
2024
Q2 | $303K | Buy |
+3,328
| New | +$303K | 0.02% | 497 |
|
|
2023
Q4 | – | Sell |
-21,773
| Closed | -$1.97M | – | 404 |
|
|
2023
Q3 | $1.97M | Buy |
21,773
+858
| +4% | +$77.6K | 0.39% | 51 |
|
|
2023
Q2 | $1.7M | Sell |
20,915
-249
| -1% | -$20.2K | 0.33% | 58 |
|
|
2023
Q1 | $1.75M | Buy |
21,164
+404
| +2% | +$33.5K | 0.37% | 52 |
|
|
2022
Q4 | $1.82M | Buy |
20,760
+6,740
| +48% | +$590K | 0.42% | 46 |
|
|
2022
Q3 | $1.01M | Buy |
14,020
+5,853
| +72% | +$422K | 0.24% | 72 |
|
|
2022
Q2 | $608K | Buy |
8,167
+402
| +5% | +$29.9K | 0.13% | 128 |
|
|
2022
Q1 | $594K | Buy |
7,765
+327
| +4% | +$25K | 0.12% | 127 |
|
|
2021
Q4 | $509K | Buy |
+7,438
| New | +$509K | 0.11% | 144 |
|
|
2021
Q3 | – | Sell |
-5,796
| Closed | -$312K | – | 269 |
|
|
2021
Q2 | $312K | Sell |
5,796
-38
| -0.7% | -$2.05K | 0.07% | 180 |
|
|
2021
Q1 | $303K | Buy |
+5,834
| New | +$303K | 0.07% | 171 |
|
|
2020
Q3 | – | Sell |
-11,839
| Closed | -$457K | – | 177 |
|
|
2020
Q2 | $457K | Buy |
+11,839
| New | +$457K | 0.16% | 86 |
|