A detailed history of Fiducient Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fiducient Advisors LLC holds 87,838 shares of XLE stock, worth $7.97 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
87,838
Previous 98,418 10.75%
Holding current value
$7.97 Million
Previous $9.29 Million 13.83%
% of portfolio
1.11%
Previous 1.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$88.04 - $98.08 $931,463 - $1.04 Million
-10,580 Reduced 10.75%
87,838 $8.01 Million
Q4 2023

Feb 05, 2024

SELL
$81.2 - $91.96 $52,780 - $59,773
-650 Reduced 0.66%
98,418 $8.25 Million
Q3 2023

Nov 03, 2023

BUY
$79.09 - $93.36 $7.84 Million - $9.25 Million
99,068 New
99,068 $8.95 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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