A detailed history of Global Financial Private Client, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Global Financial Private Client, LLC holds 3,995 shares of XLE stock, worth $366,701. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,995
Previous 4,308 7.27%
Holding current value
$366,701
Previous $361 Million 5.2%
% of portfolio
0.16%
Previous 0.17%

Shares

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

May 15, 2024

SELL
$79.91 - $94.41 $25,011 - $29,550
-313 Reduced 7.27%
3,995 $380 Million
Q4 2023

May 15, 2024

SELL
$81.2 - $91.96 $833,518 - $943,969
-10,265 Reduced 70.44%
4,308 $361 Million
Q3 2023

May 15, 2024

SELL
$79.09 - $93.36 $270,092 - $318,824
-3,415 Reduced 18.98%
14,573 $1.29 Billion
Q2 2023

May 15, 2024

SELL
$76.59 - $87.23 $16,620 - $18,928
-217 Reduced 1.19%
17,988 $1.46 Billion
Q1 2023

May 15, 2024

BUY
$76.97 - $93.11 $1.3 Million - $1.58 Million
16,936 Added 1334.59%
18,205 $1.58 Billion
Q4 2022

May 15, 2024

BUY
$82.68 - $94.08 $8,681 - $9,878
105 Added 9.02%
1,269 $111 Million
Q2 2022

May 15, 2024

BUY
N/A
50 Added 4.49%
1,164 $84.5 Million
Q1 2022

May 15, 2024

BUY
N/A
769 Added 222.9%
1,114 $85.8 Million
Q4 2021

May 15, 2024

BUY
N/A
145 Added 72.5%
345 $19.1 Million
Q4 2020

May 15, 2024

SELL
N/A
-383 Reduced 65.69%
200 $7.58 Million
Q3 2020

May 15, 2024

SELL
N/A
-213 Reduced 26.76%
583 $16.9 Million
Q2 2020

May 15, 2024

SELL
N/A
-977 Reduced 55.1%
796 $29.4 Million
Q1 2020

May 15, 2024

BUY
N/A
290 Added 19.55%
1,773 $49 Million
Q4 2019

May 15, 2024

BUY
N/A
1,483 New
1,483 $89 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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