A detailed history of Bos Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bos Asset Management, LLC holds 40,014 shares of XLE stock, worth $3.66 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
40,014
Previous 36,513 9.59%
Holding current value
$3.66 Million
Previous $3.06 Billion 23.4%
% of portfolio
1.98%
Previous 2.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$79.91 - $94.41 $279,764 - $330,529
3,501 Added 9.59%
40,014 $3.78 Billion
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $67,964 - $76,970
837 Added 2.35%
36,513 $3.06 Billion
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $181,353 - $214,074
2,293 Added 6.87%
35,676 $3.22 Billion
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $173,093 - $197,139
2,260 Added 7.26%
33,383 $2.71 Billion
Q1 2023

May 15, 2023

BUY
$76.97 - $93.11 $1.22 Million - $1.48 Million
15,909 Added 104.57%
31,123 $2.58 Billion
Q4 2022

Feb 14, 2023

BUY
$82.68 - $94.08 $1.26 Million - $1.43 Million
15,214 New
15,214 $1.33 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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