A detailed history of Endurance Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Endurance Wealth Management, Inc. holds 9,543 shares of XLE stock, worth $869,653. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,543
Previous 9,537 0.06%
Holding current value
$869,653
Previous $789,000 1.77%
% of portfolio
0.11%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

BUY
$76.59 - $87.23 $459 - $523
6 Added 0.06%
9,543 $775,000
Q1 2023

May 02, 2023

BUY
$76.97 - $93.11 $45,258 - $54,748
588 Added 6.57%
9,537 $789,000
Q4 2022

Feb 01, 2023

BUY
$82.68 - $94.08 $8,102 - $9,219
98 Added 1.11%
8,949 $783,000
Q2 2022

Jul 20, 2022

BUY
N/A
226 Added 2.62%
8,851 $632,000
Q1 2022

Apr 20, 2022

SELL
N/A
-499 Reduced 5.47%
8,625 $660,000
Q4 2021

Jan 19, 2022

SELL
N/A
-99 Reduced 1.07%
9,124 $506,000
Q3 2021

Oct 28, 2021

SELL
N/A
-2,623 Reduced 22.14%
9,223 $480,000
Q2 2021

Aug 04, 2021

BUY
N/A
1,290 Added 12.22%
11,846 $637,000
Q1 2021

May 05, 2021

SELL
N/A
-3,799 Reduced 26.46%
10,556 $518,000
Q4 2020

Jan 15, 2021

SELL
N/A
-2,094 Reduced 12.73%
14,355 $544,000
Q3 2020

Oct 27, 2020

SELL
N/A
-3,613 Reduced 18.01%
16,449 $493,000
Q2 2020

Jul 14, 2020

SELL
N/A
-840 Reduced 4.02%
20,062 $759,000
Q1 2020

May 11, 2020

SELL
N/A
-22,412 Reduced 51.74%
20,902 $608,000
Q4 2019

Jan 14, 2020

SELL
N/A
-650 Reduced 1.48%
43,314 $2.6 Million
Q3 2019

Oct 18, 2019

SELL
N/A
-1,510 Reduced 3.32%
43,964 $2.6 Million
Q2 2019

Jul 30, 2019

BUY
N/A
891 Added 2.0%
45,474 $2.9 Million
Q1 2019

May 01, 2019

SELL
N/A
-2,569 Reduced 5.45%
44,583 $2.95 Million
Q4 2018

Jan 14, 2019

BUY
N/A
4,773 Added 11.26%
47,152 $2.7 Million
Q3 2018

Oct 10, 2018

BUY
N/A
25 Added 0.06%
42,379 $3.21 Million
Q2 2018

Aug 02, 2018

BUY
N/A
150 Added 0.36%
42,354 $3.22 Million
Q1 2018

Apr 19, 2018

BUY
N/A
1,950 Added 4.84%
42,204 $2.85 Million
Q4 2017

Jan 18, 2018

BUY
N/A
110 Added 0.27%
40,254 $2.91 Million
Q3 2017

Oct 19, 2017

BUY
N/A
40,144
40,144 $2.75 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Endurance Wealth Management, Inc. Portfolio

Follow Endurance Wealth Management, Inc. 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 Endurance Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endurance Wealth Management, Inc. with notifications on news.