A detailed history of Atlas Legacy Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 7,587 shares of XLE stock, worth $647,019. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,587
Previous 4,797 58.16%
Holding current value
$647,019
Previous $448 Million 43.54%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

BUY
$76.44 - $94.13 $213,267 - $262,622
2,790 Added 58.16%
7,587 $643 Million
Q4 2024

Jan 31, 2025

BUY
$83.32 - $97.27 $399,686 - $466,604
4,797 New
4,797 $411 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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