Worth Financial Advisory Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $761K | Buy |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $695K | Buy |
|
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|
2024
Q3 | $708K | Buy |
|
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|
2024
Q2 | $721K | Buy |
|
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|
2024
Q1 | $741K | Sell |
|
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|
2023
Q4 | $669K | Sell |
|
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $653K | Sell |
|
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $621K | Buy |
|