Buckingham Strategic Partners Energy Sector Spdr Transaction History

Buckingham Strategic Partners

$4.37 Billion
Q3 2024

A detailed history of Buckingham Strategic Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Buckingham Strategic Partners holds 7,298 shares of XLE stock, worth $617,191. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,298

Previous 7,535 3.15%

Holding current value

$617,191

Previous $686,000 6.71%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$84.35 - $93.39 $19,990 - $22,133	-237 Reduced 3.15%	7,298 $640,000
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $9,948 - $11,083	113 Added 1.52%	7,535 $686,000
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $593,092 - $700,711	7,422 New	7,422 $700,000
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $12,783 - $15,805	-168 Reduced 2.15%	7,654 $669,000
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $19,977 - $24,890	296 Added 3.93%	7,822 $563,000
Q2 2022 Aug 12, 2022	SELL	$70.66 - $92.28 $162,518 - $212,244	-2,300 Reduced 23.41%	7,526 $538,000
Q1 2022 May 10, 2022	BUY	$57.22 - $78.75 $6,751 - $9,292	118 Added 1.22%	9,826 $752,000
Q4 2021 Feb 10, 2022	BUY	$53.01 - $59.14 $514,621 - $574,131	9,708 New	9,708 $539,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Partners, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Partners with notifications on news.

Account

Buckingham Strategic Partners Energy Sector Spdr Transaction History