Joule Financial, LLC Energy Sector Spdr Transaction History

Joule Financial, LLC

$283 Million
Q1 2025

A detailed history of Joule Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Joule Financial, LLC holds 29,870 shares of XLE stock, worth $2.47 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

29,870

Previous 27,045 10.45%

Holding current value

$2.47 Million

Previous $2.32 Million 19.17%

% of portfolio

0.98%

Previous 0.83%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$85.7 - $93.96 $242,102 - $265,437	2,825 Added 10.45%	29,870 $2.76 Million
Q4 2024 Jan 15, 2025	BUY	$83.32 - $97.27 $788,873 - $920,952	9,468 Added 53.87%	27,045 $2.32 Million
Q3 2024 Oct 17, 2024	BUY	$84.35 - $93.39 $345,244 - $382,245	4,093 Added 30.35%	17,577 $1.54 Million
Q2 2024 Oct 17, 2024	BUY	$88.04 - $98.08 $19,456 - $21,675	221 Added 1.67%	13,484 $1.23 Million
Q1 2024 Oct 17, 2024	BUY	$79.91 - $94.41 $1.06 Million - $1.25 Million	13,263 New	13,263 $1.25 Million
Q4 2023 Jan 11, 2024	BUY	$81.2 - $91.96 $42,873 - $48,554	528 Added 4.53%	12,191 $1.02 Million
Q3 2023 Oct 26, 2023	BUY	$79.09 - $93.36 $118,318 - $139,666	1,496 Added 14.71%	11,663 $1.05 Million
Q2 2023 Jul 14, 2023	BUY	$76.59 - $87.23 $400,412 - $456,038	5,228 Added 105.85%	10,167 $825,000
Q1 2023 Apr 13, 2023	BUY	$76.97 - $93.11 $17,318 - $20,949	225 Added 4.77%	4,939 $409,000
Q4 2022 Jan 13, 2023	SELL	$76.09 - $94.08 $282,065 - $348,754	-3,707 Reduced 44.02%	4,714 $0
Q3 2022 Oct 19, 2022	BUY	$67.49 - $84.09 $568,333 - $708,121	8,421 New	8,421 $606,000

Others Institutions Holding XLE

# of Institutions

2,178

Shares Held

230M

Call Options Held

57.9M

Put Options Held

98.1M

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 Joule Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joule Financial, LLC with notifications on news.

Account

Joule Financial, LLC Energy Sector Spdr Transaction History