A detailed history of Ethos Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 95,757 shares of XLE stock, worth $8.75 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
95,757
Previous 93,254 2.68%
Holding current value
$8.75 Million
Previous $7.82 Million 15.63%
% of portfolio
1.71%
Previous 1.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$79.91 - $94.41 $200,014 - $236,308
2,503 Added 2.68%
95,757 $9.04 Million
Q4 2023

Feb 07, 2024

BUY
$81.2 - $91.96 $244,980 - $277,443
3,017 Added 3.34%
93,254 $7.82 Million
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $925,985 - $1.09 Million
11,708 Added 14.91%
90,237 $8.16 Million
Q1 2023

Apr 20, 2023

BUY
$76.97 - $93.11 $146,012 - $176,629
1,897 Added 2.48%
78,529 $6.5 Million
Q4 2022

Feb 09, 2023

BUY
$82.68 - $94.08 $6.34 Million - $7.21 Million
76,632 New
76,632 $6.7 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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