A detailed history of Cascades Capital Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cascades Capital Asset Management, LLC holds 7,925 shares of XLE stock, worth $674,338. This represents 0.4% of its overall portfolio holdings.

Number of Shares
7,925
Previous 7,717 2.7%
Holding current value
$674,338
Previous $661 Million 12.02%
% of portfolio
0.4%
Previous 0.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$85.7 - $93.96 $17,825 - $19,543
208 Added 2.7%
7,925 $741 Million
Q4 2024

Feb 12, 2025

BUY
$83.32 - $97.27 $642,980 - $750,632
7,717 New
7,717 $661 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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