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 $724,091. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,516
Previous 7,162 4.94%
Holding current value
$724,091
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

About ENERGY SECTOR SPDR


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