Cassaday & CO Wealth Management LLC Energy Sector Spdr Transaction History

Cassaday & CO Wealth Management LLC

  • $2.82 Billion
  • Q1 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,241 shares of XLE stock, worth $299,371. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,241
Previous 2,982 8.69%
Holding current value
$299,371
Previous $250,000 22.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$79.91 - $94.41 $20,696 - $24,452
259 Added 8.69%
3,241 $305,000
Q4 2023

Feb 09, 2024
BUY
$81.2 - $91.96 $893 - $1,011
11 Added 0.37%
2,982 $250,000
Q2 2023

Aug 07, 2023
SELL
$76.59 - $87.23 $14,935 - $17,009
-195 Reduced 6.16%
2,971 $241,000
Q1 2023

May 03, 2023
SELL
$76.97 - $93.11 $63,192 - $76,443
-821 Reduced 20.59%
3,166 $262,000
Q4 2022

Feb 07, 2023
BUY
$82.68 - $94.08 $329,645 - $375,096
3,987 New
3,987 $0

Others Institutions Holding XLE

# of Institutions
2,033
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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