Howard Financial Services, Ltd. Energy Sector Spdr Transaction History

Howard Financial Services, Ltd.

$801 Million
Q3 2025

A detailed history of Howard Financial Services, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 3,382 shares of XLE stock, worth $311,211. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,382

Previous 3,383 0.03%

Holding current value

$311,211

Previous $286,000 5.59%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$84.25 - $91.99 $84 - $91	-1 Reduced 0.03%	3,382 $302,000
Q2 2025 Jul 02, 2025	BUY	$76.44 - $94.13 $10,701 - $13,178	140 Added 4.32%	3,383 $286,000
Q1 2025 Apr 07, 2025	SELL	$85.7 - $93.96 $1,114 - $1,221	-13 Reduced 0.4%	3,243 $299,000
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $6,332 - $7,392	-76 Reduced 2.28%	3,256 $278,000
Q3 2024 Oct 08, 2024	SELL	$84.35 - $93.39 $12,146 - $13,448	-144 Reduced 4.14%	3,332 $292,000

Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $86,367 - $96,216	981 Added 39.32%	3,476 $316,000
Q1 2024 Apr 16, 2024	BUY	$79.91 - $94.41 $8,150 - $9,629	102 Added 4.26%	2,495 $235,000
Q4 2023 Jan 09, 2024	BUY	$81.2 - $91.96 $194,311 - $220,060	2,393 New	2,393 $200,000
Q2 2019 Aug 05, 2019	SELL	N/A	-3,503 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	3,503 New	3,503 $232,000

Others Institutions Holding XLE

# of Institutions

2,123

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Howard Financial Services, Ltd. with notifications on news.

Account

Howard Financial Services, Ltd. Energy Sector Spdr Transaction History