Buckingham Strategic Wealth, LLC Energy Sector Spdr Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 22,371 shares of XLE stock, worth $1.88 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,371
Previous 22,700 1.45%
Holding current value
$1.88 Million
Previous $2.14 Million 4.85%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 12, 2024
SELL
$88.04 - $98.08 $28,965 - $32,268
-329 Reduced 1.45%
22,371 $2.04 Million
Q1 2024

May 09, 2024
SELL
$79.91 - $94.41 $44,749 - $52,869
-560 Reduced 2.41%
22,700 $2.14 Million
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $81,037 - $91,776
-998 Reduced 4.11%
23,260 $1.95 Million
Q3 2023

Nov 13, 2023
SELL
$79.09 - $93.36 $8,937 - $10,549
-113 Reduced 0.46%
24,258 $2.19 Million
Q2 2023

Aug 11, 2023
BUY
$76.59 - $87.23 $114,119 - $129,972
1,490 Added 6.51%
24,371 $1.98 Million
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $16,587 - $20,509
218 Added 0.96%
22,881 $2 Million
Q3 2022

Nov 07, 2022
SELL
$67.49 - $84.09 $674 - $840
-10 Reduced 0.04%
22,663 $1.63 Million
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $167,252 - $218,426
-2,367 Reduced 9.45%
22,673 $1.62 Million
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $57,105 - $78,592
998 Added 4.15%
25,040 $1.91 Million
Q4 2021

Feb 09, 2022
SELL
$53.01 - $59.14 $67,587 - $75,403
-1,275 Reduced 5.04%
24,042 $1.33 Million
Q2 2021

Aug 06, 2021
BUY
$47.07 - $56.19 $2,259 - $2,697
48 Added 0.19%
25,317 $1.36 Million
Q1 2021

Apr 30, 2021
BUY
$37.96 - $53.57 $51,170 - $72,212
1,348 Added 5.64%
25,269 $1.24 Million
Q4 2020

Feb 16, 2021
SELL
$27.71 - $41.6 $76,451 - $114,774
-2,759 Reduced 10.34%
23,921 $907,000
Q3 2020

Nov 12, 2020
SELL
$29.95 - $38.58 $63,374 - $81,635
-2,116 Reduced 7.35%
26,680 $799,000
Q2 2020

Aug 03, 2020
BUY
$27.62 - $46.86 $515,195 - $874,079
18,653 Added 183.9%
28,796 $1.09 Million
Q1 2020

May 07, 2020
BUY
$23.57 - $60.87 $30,358 - $78,400
1,288 Added 14.55%
10,143 $295,000
Q4 2019

Feb 04, 2020
BUY
$55.9 - $61.99 $75,353 - $83,562
1,348 Added 17.96%
8,855 $532,000
Q3 2019

Nov 12, 2019
SELL
$59.2 - $63.13 $65,356 - $69,695
-1,104 Reduced 12.82%
7,507 $444,000
Q2 2019

Aug 05, 2019
BUY
N/A
478 Added 5.88%
8,611 $549,000
Q1 2019

May 02, 2019
SELL
N/A
-20 Reduced 0.25%
8,133 $538,000
Q4 2018

Feb 11, 2019
SELL
N/A
-251 Reduced 2.99%
8,153 $468,000
Q3 2018

Nov 02, 2018
SELL
N/A
-161 Reduced 1.88%
8,404 $637,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,674 Reduced 16.35%
8,565 $650,000
Q1 2018

May 14, 2018
SELL
N/A
-2,170 Reduced 17.49%
10,239 $690,000
Q4 2017

Feb 12, 2018
SELL
N/A
-3,010 Reduced 19.52%
12,409 $897,000
Q3 2017

Nov 08, 2017
BUY
N/A
15,419
15,419 $1.06 Million

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email