A detailed history of Caldwell Sutter Capital, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 9,383 shares of XLE stock, worth $888,851. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,383
Previous 9,383 -0.0%
Holding current value
$888,851
Previous $855 Million 3.68%
% of portfolio
0.38%
Previous 0.42%

Shares

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

Jul 22, 2024

SELL
$88.04 - $98.08 $44,020 - $49,040
-500 Reduced 5.06%
9,383 $855 Million
Q4 2023

Jan 19, 2024

BUY
$81.2 - $91.96 $38,245 - $43,313
471 Added 5.0%
9,883 $829 Million
Q3 2023

Oct 25, 2023

SELL
$79.09 - $93.36 $3,321 - $3,921
-42 Reduced 0.44%
9,412 $851 Million
Q2 2023

Jul 19, 2023

BUY
$76.59 - $87.23 $43,579 - $49,633
569 Added 6.4%
9,454 $767 Million
Q4 2022

Feb 10, 2023

BUY
$76.09 - $94.08 $676,059 - $835,900
8,885 New
8,885 $777 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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