A detailed history of Ehrlich Financial Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Ehrlich Financial Group holds 2,819 shares of XLE stock, worth $274,204. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,819
Previous 8,316 66.1%
Holding current value
$274,204
Previous $758 Million 67.35%
% of portfolio
0.18%
Previous 0.6%

Shares

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

Oct 07, 2024

SELL
$84.35 - $93.39 $463,671 - $513,364
-5,497 Reduced 66.1%
2,819 $247 Million
Q2 2024

Jul 12, 2024

BUY
$88.04 - $98.08 $465,291 - $518,352
5,285 Added 174.36%
8,316 $758 Million
Q1 2024

Apr 15, 2024

SELL
$79.91 - $94.41 $15,023 - $17,749
-188 Reduced 5.84%
3,031 $286 Million
Q4 2023

Feb 13, 2024

BUY
$81.2 - $91.96 $261,382 - $296,019
3,219 New
3,219 $270 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group 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 Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.