Empire Financial Management Company, LLC Energy Sector Spdr Transaction History

Empire Financial Management Company, LLC

$321 Billion
Q4 2024

A detailed history of Empire Financial Management Company, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 6,535 shares of XLE stock, worth $594,227. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,535

Previous 6,370 2.59%

Holding current value

$594,227

Previous $559 Million 0.09%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$83.32 - $97.27 $13,747 - $16,049	165 Added 2.59%	6,535 $560 Million
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $96,844 - $107,888	-1,100 Reduced 14.73%	6,370 $581 Million
Q1 2024 May 14, 2024	SELL	$79.91 - $94.41 $199,775 - $236,025	-2,500 Reduced 25.08%	7,470 $705 Million
Q4 2023 Feb 15, 2024	SELL	$81.2 - $91.96 $191,144 - $216,473	-2,354 Reduced 19.1%	9,970 $836 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $161,580 - $190,734	-2,043 Reduced 14.22%	12,324 $1.11 Billion
Q2 2023 Jul 27, 2023	SELL	$76.59 - $87.23 $995 - $1,133	-13 Reduced 0.09%	14,367 $1.17 Billion
Q1 2023 Apr 20, 2023	BUY	$76.97 - $93.11 $1.11 Million - $1.34 Million	14,380 New	14,380 $1.19 Billion

Others Institutions Holding XLE

# of Institutions

2,171

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Empire Financial Management Company, LLC with notifications on news.

Account

Empire Financial Management Company, LLC Energy Sector Spdr Transaction History