A detailed history of Fiduciary Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fiduciary Group LLC holds 110,894 shares of XLE stock, worth $10.5 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
110,894
Previous 109,862 0.94%
Holding current value
$10.5 Million
Previous $10 Million 2.77%
% of portfolio
1.0%
Previous 1.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$84.35 - $93.39 $87,049 - $96,378
1,032 Added 0.94%
110,894 $9.74 Million
Q2 2024

Aug 08, 2024

SELL
$88.04 - $98.08 $28,084 - $31,287
-319 Reduced 0.29%
109,862 $10 Million
Q1 2024

May 13, 2024

BUY
$79.91 - $94.41 $49,704 - $58,723
622 Added 0.57%
110,181 $10.4 Million
Q4 2023

Feb 05, 2024

SELL
$81.2 - $91.96 $273,238 - $309,445
-3,365 Reduced 2.98%
109,559 $9.19 Million
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $47,137 - $55,642
596 Added 0.53%
112,924 $10.2 Million
Q2 2023

Jul 27, 2023

BUY
$76.59 - $87.23 $226,782 - $258,288
2,961 Added 2.71%
112,328 $9.12 Million
Q1 2023

May 15, 2023

BUY
$76.97 - $93.11 $120,227 - $145,437
1,562 Added 1.43%
110,929 $9.19 Million
Q1 2023

May 15, 2023

BUY
$76.97 - $93.11 $296,488 - $358,659
3,852 Added 3.65%
109,367 $9.06 Million
Q4 2022

Feb 07, 2023

BUY
$76.09 - $94.08 $1.06 Million - $1.31 Million
13,903 Added 15.18%
105,515 $9.23 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $577,916 - $720,062
8,563 Added 10.31%
91,612 $8.29 Million
Q2 2022

Aug 12, 2022

BUY
$70.66 - $92.28 $2.36 Million - $3.08 Million
33,427 Added 67.36%
83,049 $0
Q1 2022

May 13, 2022

BUY
$57.22 - $78.75 $2.84 Million - $3.91 Million
49,622 New
49,622 $3.86 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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