Clifford Swan Investment Counsel LLC Energy Sector Spdr Transaction History

Clifford Swan Investment Counsel LLC

  • $2.78 Billion
  • Q3 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 2,650 shares of XLE stock, worth $255,301. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,650
Previous 2,480 6.85%
Holding current value
$255,301
Previous $226,000 2.65%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $14,339 - $15,876
170 Added 6.85%
2,650 $232,000
Q2 2024

Aug 06, 2024
BUY
$88.04 - $98.08 $11,709 - $13,044
133 Added 5.67%
2,480 $226,000
Q1 2024

Apr 16, 2024
BUY
$79.91 - $94.41 $187,548 - $221,580
2,347 New
2,347 $221,000
Q3 2023

Nov 09, 2023
BUY
$79.09 - $93.36 $185,624 - $219,115
2,347 New
2,347 $212,000
Q2 2022

Aug 04, 2022
BUY
$70.66 - $92.28 $2,049 - $2,676
29 Added 0.98%
2,995 $214,000
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $169,714 - $233,572
2,966 New
2,966 $227,000

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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