A detailed history of Boston Financial Mangement LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Boston Financial Mangement LLC holds 24,864 shares of XLE stock, worth $2.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,864
Previous 6,350 291.56%
Holding current value
$2.17 Million
Previous $557,000 282.23%
% of portfolio
0.07%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025

BUY
$83.32 - $97.27 $1.54 Million - $1.8 Million
18,514 Added 291.56%
24,864 $2.13 Million
Q3 2024

Oct 24, 2024

SELL
$84.35 - $93.39 $674,800 - $747,120
-8,000 Reduced 55.75%
6,350 $557,000
Q2 2024

Jul 29, 2024

BUY
$88.04 - $98.08 $52,824 - $58,848
600 Added 4.36%
14,350 $1.31 Million
Q1 2024

May 10, 2024

BUY
$79.91 - $94.41 $39,955 - $47,205
500 Added 3.77%
13,750 $1.3 Million
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $893,200 - $1.01 Million
11,000 Added 488.89%
13,250 $1.11 Million
Q3 2023

Nov 09, 2023

BUY
$79.09 - $93.36 $177,952 - $210,060
2,250 New
2,250 $203,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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