Ehrlich Financial Group Energy Sector Spdr Transaction History

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024

A detailed history of Ehrlich Financial Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Ehrlich Financial Group holds 3,653 shares of XLE stock, worth $343,235. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,653
Previous 2,819 29.58%
Holding current value
$343,235
Previous $247 Million 26.44%
% of portfolio
0.22%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$83.32 - $97.27 $69,488 - $81,123
834 Added 29.58%
3,653 $313 Million
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

# of Institutions
2,038
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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