Fairfield Financial Advisors, LTD Energy Sector Spdr Transaction History

Fairfield Financial Advisors, LTD

$285 Billion
Q2 2025

A detailed history of Fairfield Financial Advisors, LTD transactions in Energy Sector Spdr stock. As of the latest transaction made, Fairfield Financial Advisors, LTD holds 29,240 shares of XLE stock, worth $2.49 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

29,240

Previous 34,384 14.96%

Holding current value

$2.49 Million

Previous $3.21 Billion 22.82%

% of portfolio

0.87%

Previous 1.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 01, 2025	SELL	$76.44 - $94.13 $393,207 - $484,204	-5,144 Reduced 14.96%	29,240 $2.48 Billion
Q1 2025 May 09, 2025	SELL	$85.7 - $93.96 $519,513 - $569,585	-6,062 Reduced 14.99%	34,384 $3.21 Billion
Q4 2024 Feb 07, 2025	SELL	$83.32 - $97.27 $724,217 - $845,470	-8,692 Reduced 17.69%	40,446 $3.46 Billion
Q3 2024 Oct 28, 2024	SELL	$84.35 - $93.39 $4,217 - $4,669	-50 Reduced 0.1%	49,138 $4.31 Billion
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $4.33 Million - $4.82 Million	49,188 New	49,188 $4.48 Billion
Q4 2023 Nov 04, 2024	BUY	$81.2 - $91.96 $464,058 - $525,551	5,715 Added 12.13%	52,831 $4.43 Billion
Q3 2023 Nov 04, 2024	BUY	$79.09 - $93.36 $231,496 - $273,264	2,927 Added 6.62%	47,116 $4.26 Billion
Q2 2023 Nov 04, 2024	SELL	$76.59 - $87.23 $379,043 - $431,701	-4,949 Reduced 10.07%	44,189 $3.59 Billion
Q1 2023 Nov 04, 2024	SELL	$76.97 - $93.11 $849,671 - $1.03 Million	-11,039 Reduced 22.47%	38,099 $3.13 Billion
Q4 2022 Oct 07, 2024	BUY	$76.09 - $94.08 $297,892 - $368,323	3,915 Added 13.0%	34,028 $2.98 Billion
Q3 2022 Oct 07, 2024	SELL	$67.49 - $84.09 $1.29 Million - $1.6 Million	-19,075 Reduced 38.78%	30,113 $2.17 Billion
Q2 2022 Oct 07, 2024	SELL	$70.66 - $92.28 $1.9 Million - $2.48 Million	-26,905 Reduced 54.7%	22,283 $1.59 Billion
Q1 2022 Oct 07, 2024	SELL	$57.22 - $78.75 $2.22 Million - $3.05 Million	-38,716 Reduced 78.71%	10,472 $801 Million

Others Institutions Holding XLE

# of Institutions

2,117

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fairfield Financial Advisors, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Fairfield Financial Advisors, LTD with notifications on news.

Account

Fairfield Financial Advisors, LTD Energy Sector Spdr Transaction History