Longview Financial Advisors, Inc. Energy Sector Spdr Transaction History

Longview Financial Advisors, Inc.

$127 Billion
Q4 2024

A detailed history of Longview Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 4,384 shares of XLE stock, worth $399,996. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,384

Previous 4,144 5.79%

Holding current value

$399,996

Previous $364 Million 3.19%

% of portfolio

0.3%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$83.32 - $97.27 $19,996 - $23,344	240 Added 5.79%	4,384 $376 Million
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $3,374 - $3,735	-40 Reduced 0.96%	4,144 $364 Million
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $88 - $98	1 Added 0.02%	4,185 $381 Million
Q1 2024 Oct 18, 2024	BUY	$79.91 - $94.41 $7,991 - $9,441	100 Added 2.45%	4,184 $395 Million
Q1 2024 Aug 14, 2024	BUY	$79.91 - $94.41 $7,991 - $9,441	100 Added 2.45%	4,184 $395 Million
Q4 2023 Oct 18, 2024	BUY	$81.2 - $91.96 $331,620 - $375,564	4,084 New	4,084 $342 Million
Q4 2023 Aug 14, 2024	BUY	$81.2 - $91.96 $331,620 - $375,564	4,084 New	4,084 $342 Million

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

237M

Call Options Held

45.2M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Longview Financial Advisors, Inc. Energy Sector Spdr Transaction History