A detailed history of Jdm Financial Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Jdm Financial Group LLC holds 500 shares of XLE stock, worth $42,545. This represents 0.02% of its overall portfolio holdings.

Number of Shares
500
Previous 443 12.87%
Holding current value
$42,545
Previous $37.9 Million 23.13%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$85.7 - $93.96 $4,884 - $5,355
57 Added 12.87%
500 $46.7 Million
Q4 2022

Jan 10, 2023

BUY
$76.09 - $94.08 $33,707 - $41,677
443 New
443 $39,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Jdm Financial Group LLC Portfolio

Follow Jdm Financial Group 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 Jdm Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jdm Financial Group LLC with notifications on news.