Cahill Financial Advisors Inc Energy Sector Spdr Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

A detailed history of Cahill Financial Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 6,928 shares of XLE stock, worth $607,169. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,928

Previous 7,892 12.21%

Holding current value

$607,169

Previous $719,000 15.44%

% of portfolio

0.09%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $81,313 - $90,027	-964 Reduced 12.21%	6,928 $608,000
Q2 2024 Aug 06, 2024	SELL	$88.04 - $98.08 $137,254 - $152,906	-1,559 Reduced 16.5%	7,892 $719,000
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $151,988 - $179,567	-1,902 Reduced 16.75%	9,451 $892,000
Q4 2023 Feb 13, 2024	SELL	$81.2 - $91.96 $66,746 - $75,591	-822 Reduced 6.75%	11,353 $951,000
Q3 2023 Nov 14, 2023	SELL	$79.09 - $93.36 $12,891 - $15,217	-163 Reduced 1.32%	12,175 $1.1 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $606,745 - $691,036	7,922 Added 179.39%	12,338 $1 Million
Q1 2023 May 11, 2023	SELL	$76.97 - $93.11 $31,634 - $38,268	-411 Reduced 8.51%	4,416 $365,000
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $1.86 Million - $2.3 Million	-24,487 Reduced 83.53%	4,827 $422,000
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $366,808 - $457,029	-5,435 Reduced 15.64%	29,314 $2.11 Million
Q2 2022 Aug 08, 2022	SELL	$70.66 - $92.28 $821,210 - $1.07 Million	-11,622 Reduced 25.06%	34,749 $0
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $2.65 Million - $3.65 Million	46,371 New	46,371 $3.55 Million
Q4 2021 Feb 11, 2022	SELL	$53.01 - $59.14 $49,935 - $55,709	-942 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$45.79 - $54.81 $43,134 - $51,631	942 New	942 $49,000

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Cahill Financial Advisors Inc Energy Sector Spdr Transaction History