A detailed history of Clune & Associates, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Clune & Associates, Ltd. holds 7,945 shares of XLE stock, worth $700,907. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,945
Previous 7,000 13.5%
Holding current value
$700,907
Previous $594 Million 19.57%
% of portfolio
0.18%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$84.25 - $91.99 $79,616 - $86,930
945 Added 13.5%
7,945 $710 Million
Q2 2025

Jul 30, 2025

BUY
$76.44 - $94.13 $229 - $282
3 Added 0.04%
7,000 $594 Million
Q1 2025

Apr 28, 2025

BUY
$85.7 - $93.96 $31,537 - $34,577
368 Added 5.55%
6,997 $654 Million
Q4 2024

Feb 11, 2025

BUY
$83.32 - $97.27 $552,328 - $644,802
6,629 New
6,629 $568 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Clune & Associates, Ltd. Portfolio

Follow Clune & Associates, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clune & Associates, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Clune & Associates, Ltd. with notifications on news.