A detailed history of Empire Financial Management Company, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 6,370 shares of XLE stock, worth $536,162. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,370
Previous 6,370 -0.0%
Holding current value
$536,162
Previous $581 Million 3.68%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Aug 13, 2024

SELL
$88.04 - $98.08 $96,844 - $107,888
-1,100 Reduced 14.73%
6,370 $581 Million
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $199,775 - $236,025
-2,500 Reduced 25.08%
7,470 $705 Million
Q4 2023

Feb 15, 2024

SELL
$81.2 - $91.96 $191,144 - $216,473
-2,354 Reduced 19.1%
9,970 $836 Million
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $161,580 - $190,734
-2,043 Reduced 14.22%
12,324 $1.11 Billion
Q2 2023

Jul 27, 2023

SELL
$76.59 - $87.23 $995 - $1,133
-13 Reduced 0.09%
14,367 $1.17 Billion
Q1 2023

Apr 20, 2023

BUY
$76.97 - $93.11 $1.11 Million - $1.34 Million
14,380 New
14,380 $1.19 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Empire Financial Management Company, LLC Portfolio

Follow Empire Financial Management Company, LLC 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 Empire Financial Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empire Financial Management Company, LLC with notifications on news.