A detailed history of Boston Research & Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Boston Research & Management Inc holds 46,431 shares of XLE stock, worth $3.91 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
46,431
Previous 46,431 -0.0%
Holding current value
$3.91 Million
Previous $4.23 Million 3.69%
% of portfolio
0.96%
Previous 1.07%

Shares

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

Aug 13, 2024

SELL
$88.04 - $98.08 $58,106 - $64,732
-660 Reduced 1.4%
46,431 $4.23 Million
Q1 2024

May 14, 2024

BUY
$79.91 - $94.41 $3,995 - $4,720
50 Added 0.11%
47,091 $4.45 Million
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $64,960 - $73,568
800 Added 1.73%
47,041 $3.94 Million
Q2 2023

Aug 01, 2023

BUY
$76.59 - $87.23 $48,634 - $55,391
635 Added 1.39%
46,241 $3.75 Million
Q1 2023

May 10, 2023

SELL
$76.97 - $93.11 $18,010 - $21,787
-234 Reduced 0.51%
45,606 $3.78 Million
Q4 2022

Feb 13, 2023

SELL
$76.09 - $94.08 $201,258 - $248,841
-2,645 Reduced 5.46%
45,840 $4.01 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $9,448 - $11,772
140 Added 0.29%
48,485 $3.49 Million
Q2 2022

Aug 11, 2022

SELL
$70.66 - $92.28 $89,738 - $117,195
-1,270 Reduced 2.56%
48,345 $3.46 Million
Q1 2022

May 12, 2022

SELL
$57.22 - $78.75 $119,017 - $163,800
-2,080 Reduced 4.02%
49,615 $3.79 Million
Q3 2021

Nov 10, 2021

SELL
$45.79 - $54.81 $111,956 - $134,010
-2,445 Reduced 4.82%
48,255 $2.37 Million
Q3 2021

Nov 10, 2021

BUY
$45.79 - $54.81 $157,517 - $188,546
3,440 Added 7.13%
51,695 $2.69 Million
Q2 2021

Aug 11, 2021

BUY
$47.07 - $56.19 $115,086 - $137,384
2,445 Added 5.07%
50,700 $2.73 Million
Q1 2021

May 11, 2021

SELL
$37.96 - $53.57 $265,340 - $374,454
-6,990 Reduced 12.65%
48,255 $2.37 Million
Q4 2020

Feb 09, 2021

BUY
$27.71 - $41.6 $562,900 - $845,062
20,314 Added 58.15%
55,245 $2.09 Million
Q3 2020

Nov 09, 2020

SELL
$29.95 - $38.58 $26,236 - $33,796
-876 Reduced 2.45%
34,931 $1.05 Million
Q2 2020

Aug 10, 2020

SELL
$27.62 - $46.86 $113,048 - $191,797
-4,093 Reduced 10.26%
35,807 $1.36 Million
Q1 2020

May 08, 2020

BUY
$23.57 - $60.87 $665,734 - $1.72 Million
28,245 Added 242.34%
39,900 $1.16 Million
Q4 2019

Feb 07, 2020

BUY
$55.9 - $61.99 $369,778 - $410,063
6,615 Added 131.25%
11,655 $699,000
Q3 2019

Nov 12, 2019

BUY
$59.2 - $63.13 $298,368 - $318,175
5,040 New
5,040 $298,000
Q4 2017

Feb 09, 2018

SELL
N/A
-6,330 Closed
0 $0
Q3 2017

Nov 09, 2017

BUY
N/A
6,330
6,330 $433,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
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More about XLE
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