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 $2.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,371
Previous 22,700 1.45%
Holding current value
$2.13 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

About ENERGY SECTOR SPDR


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