Afg Fiduciary Services Limited Partnership Energy Sector Spdr Transaction History

Afg Fiduciary Services Limited Partnership

  • $313 Million
  • Q3 2024

A detailed history of Afg Fiduciary Services Limited Partnership transactions in Energy Sector Spdr stock. As of the latest transaction made, Afg Fiduciary Services Limited Partnership holds 7,516 shares of XLE stock, worth $635,552. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,516
Previous 7,162 4.94%
Holding current value
$635,552
Previous $652,000 1.07%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Oct 15, 2024
BUY
$84.35 - $93.39 $29,859 - $33,060
354 Added 4.94%
7,516 $659,000
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $4,137 - $4,609
47 Added 0.66%
7,162 $652,000
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $319 - $377
4 Added 0.06%
7,115 $671,000
Q4 2023

Jan 11, 2024
BUY
$81.2 - $91.96 $62,524 - $70,809
770 Added 12.14%
7,111 $596,000
Q3 2023

Oct 23, 2023
SELL
$79.09 - $93.36 $56,232 - $66,378
-711 Reduced 10.08%
6,341 $573,000
Q2 2023

Jul 18, 2023
BUY
$76.59 - $87.23 $23,972 - $27,302
313 Added 4.64%
7,052 $572,000
Q1 2023

May 04, 2023
SELL
$76.97 - $93.11 $2.05 Million - $2.48 Million
-26,610 Reduced 79.79%
6,739 $558,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $1.98 Million - $2.45 Million
26,029 Added 355.59%
33,349 $2.92 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $590,537 - $735,787
-8,750 Reduced 54.45%
7,320 $527,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $85,781 - $112,027
1,214 Added 8.17%
16,070 $1.15 Million
Q1 2022

May 16, 2022
BUY
$57.22 - $78.75 $341,145 - $469,507
5,962 Added 67.03%
14,856 $1.14 Million
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $471,470 - $525,991
8,894 New
8,894 $494,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Afg Fiduciary Services Limited Partnership Portfolio

Follow Afg Fiduciary Services Limited Partnership 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 Afg Fiduciary Services Limited Partnership, based on Form 13F filings with the SEC.

News

Stay updated on Afg Fiduciary Services Limited Partnership with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email