A detailed history of Saxony Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Saxony Capital Management, LLC holds 3,853 shares of XLE stock, worth $341,221. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,853
Previous 3,785 1.8%
Holding current value
$341,221
Previous $332 Million 0.69%
% of portfolio
0.29%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$83.32 - $97.27 $5,665 - $6,614
68 Added 1.8%
3,853 $330 Million
Q3 2024

Oct 22, 2024

SELL
$84.35 - $93.39 $76,421 - $84,611
-906 Reduced 19.31%
3,785 $332 Million
Q2 2024

Jul 26, 2024

BUY
$88.04 - $98.08 $171,589 - $191,157
1,949 Added 71.08%
4,691 $428 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $20,217 - $23,885
-253 Reduced 8.45%
2,742 $259 Million
Q4 2023

Jan 29, 2024

BUY
$81.2 - $91.96 $243,194 - $275,420
2,995 New
2,995 $251 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Saxony Capital Management, LLC Portfolio

Follow Saxony Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Saxony Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Saxony Capital Management, LLC with notifications on news.