A detailed history of Coordinated Financial Services, Inc./Co transactions in Energy Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 4,889 shares of XLE stock, worth $435,023. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,889
Previous 4,921 0.65%
Holding current value
$435,023
Previous $449 Million 1.86%
% of portfolio
0.35%
Previous 0.38%

Shares

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

May 16, 2025

SELL
$85.7 - $93.96 $2,742 - $3,006
-32 Reduced 0.65%
4,889 $457 Million
Q2 2024

Jul 22, 2024

SELL
$88.04 - $98.08 $68,407 - $76,208
-777 Reduced 13.64%
4,921 $449 Million
Q1 2024

May 10, 2024

BUY
$79.91 - $94.41 $455,327 - $537,948
5,698 New
5,698 $538 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Coordinated Financial Services, Inc./Co Portfolio

Follow Coordinated Financial Services, Inc./Co 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 Coordinated Financial Services, Inc./Co, based on Form 13F filings with the SEC.

News

Stay updated on Coordinated Financial Services, Inc./Co with notifications on news.