A detailed history of Gries Financial LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gries Financial LLC holds 7,734 shares of XLE stock, worth $650,970. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,734
Previous 7,734 -0.0%
Holding current value
$650,970
Previous $704,000 3.55%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Aug 02, 2024

SELL
$88.04 - $98.08 $7,043 - $7,846
-80 Reduced 1.02%
7,734 $704,000
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $13,966 - $15,817
-172 Reduced 2.15%
7,814 $655,000
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $631,612 - $745,572
7,986 New
7,986 $721,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Gries Financial LLC with notifications on news.