World Investment Advisors’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
$1.54M Buy
2025
Q2
$1.37M Buy
2025
Q1
$1.21M Sell
2024
Q4
$1.15M Buy
2024
Q3
$633K Buy
2024
Q2
$303K Buy
2023
Q4
Sell
2023
Q3
$1.97M Buy
2023
Q2
$1.7M Sell
2023
Q1
$1.75M Buy
2022
Q4
$1.82M Buy
2022
Q3
$1.01M Buy
2022
Q2
$608K Buy
2022
Q1
$594K Buy
2021
Q4
$509K Buy
2021
Q3
Sell
2021
Q2
$312K Sell
2021
Q1
$303K Buy
2020
Q3
Sell
2020
Q2
$457K Buy