A detailed history of Embree Financial Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Embree Financial Group holds 33,145 shares of XLE stock, worth $3.09 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
33,145
Previous 30,670 8.07%
Holding current value
$3.09 Million
Previous $2.9 Billion 4.34%
% of portfolio
0.58%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

BUY
$88.04 - $98.08 $217,899 - $242,748
2,475 Added 8.07%
33,145 $3.02 Billion
Q1 2024

May 03, 2024

SELL
$79.91 - $94.41 $540,591 - $638,683
-6,765 Reduced 18.07%
30,670 $2.9 Billion
Q4 2023

Apr 30, 2024

BUY
$81.2 - $91.96 $3.04 Million - $3.44 Million
37,435 New
37,435 $3.14 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Embree Financial Group Portfolio

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

News

Stay updated on Embree Financial Group with notifications on news.