A detailed history of Org Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Org Partners LLC holds 2,184 shares of XLE stock, worth $207,742. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,184
Previous 1,038 110.4%
Holding current value
$207,742
Previous $94,000 103.19%
% of portfolio
0.03%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$84.35 - $93.39 $96,665 - $107,024
1,146 Added 110.4%
2,184 $191,000
Q2 2024

Jul 16, 2024

BUY
$88.04 - $98.08 $91,385 - $101,807
1,038 New
1,038 $94,000
Q4 2023

Jan 29, 2024

BUY
$81.2 - $91.96 $30,044 - $34,025
370 Added 159.48%
602 $50,000
Q3 2023

Nov 03, 2023

SELL
$79.09 - $93.36 $71,181 - $84,024
-900 Reduced 79.51%
232 $232,000
Q2 2023

Jul 25, 2023

BUY
$76.59 - $87.23 $86,699 - $98,744
1,132 New
1,132 $92.4 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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