A detailed history of Atticus Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 1,072 shares of XLE stock, worth $93,371. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,072
Previous 2,584 58.51%
Holding current value
$93,371
Previous $243,000 60.08%
% of portfolio
0.04%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

SELL
$88.04 - $98.08 $133,116 - $148,296
-1,512 Reduced 58.51%
1,072 $97,000
Q1 2024

Apr 17, 2024

BUY
$79.91 - $94.41 $111,234 - $131,418
1,392 Added 116.78%
2,584 $243,000
Q4 2023

Jan 17, 2024

SELL
$81.2 - $91.96 $180,264 - $204,151
-2,220 Reduced 65.06%
1,192 $99,000
Q3 2023

Nov 15, 2023

BUY
$79.09 - $93.36 $146,949 - $173,462
1,858 Added 119.56%
3,412 $308,000
Q2 2023

Jul 20, 2023

SELL
$76.59 - $87.23 $37,375 - $42,568
-488 Reduced 23.9%
1,554 $126,000
Q1 2023

Apr 17, 2023

SELL
$76.97 - $93.11 $708,047 - $856,518
-9,199 Reduced 81.83%
2,042 $169,000
Q4 2022

Jan 31, 2023

BUY
$82.68 - $94.08 $252,008 - $286,755
3,048 Added 37.2%
11,241 $983,000
Q2 2022

Jul 13, 2022

SELL
N/A
-85 Reduced 1.03%
8,193 $586,000
Q1 2022

Apr 15, 2022

BUY
N/A
1,636 Added 24.63%
8,278 $633,000
Q4 2021

Jan 26, 2022

SELL
N/A
-237 Reduced 3.45%
6,642 $368,000
Q3 2021

Oct 18, 2021

BUY
N/A
5,254 Added 323.32%
6,879 $359,000
Q2 2021

Jul 21, 2021

BUY
N/A
968 Added 147.34%
1,625 $88,000
Q1 2021

Apr 15, 2021

BUY
N/A
250 Added 61.43%
657 $32,000
Q4 2020

Jan 20, 2021

SELL
N/A
-882 Reduced 68.43%
407 $15,000
Q3 2020

Oct 21, 2020

SELL
N/A
-296 Reduced 18.68%
1,289 $39,000
Q2 2020

Jul 15, 2020

SELL
N/A
-852 Reduced 34.96%
1,585 $60,000
Q1 2020

Apr 23, 2020

SELL
N/A
-3,817 Reduced 61.03%
2,437 $71,000
Q4 2019

Feb 03, 2020

BUY
N/A
6,254 New
6,254 $375,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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