A detailed history of Fiduciary Alliance LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 2,965 shares of XLE stock, worth $267,146. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,965
Previous 3,164 6.29%
Holding current value
$267,146
Previous $265 Million 6.34%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 17, 2024

SELL
$79.91 - $94.41 $15,902 - $18,787
-199 Reduced 6.29%
2,965 $282 Million
Q4 2023

Jan 17, 2024

BUY
$81.2 - $91.96 $2,760 - $3,126
34 Added 1.09%
3,164 $265 Million
Q3 2023

Oct 18, 2023

SELL
$79.09 - $93.36 $1,502 - $1,773
-19 Reduced 0.6%
3,130 $283 Million
Q2 2023

Jul 18, 2023

BUY
$76.59 - $87.23 $241,181 - $274,687
3,149 New
3,149 $256 Million
Q4 2022

Jan 19, 2023

BUY
$82.68 - $94.08 $20,504 - $23,331
248 New
248 $21.7 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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