Lazari Capital Management, Inc. Energy Sector Spdr Transaction History

Lazari Capital Management, Inc.

$245 Billion
Q1 2025

A detailed history of Lazari Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Lazari Capital Management, Inc. holds 11,561 shares of XLE stock, worth $940,949. This represents 0.44% of its overall portfolio holdings.

Number of Shares

11,561

Previous 11,912 2.95%

Holding current value

$940,949

Previous $1.02 Billion 5.88%

% of portfolio

0.44%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$85.7 - $93.96 $30,080 - $32,979	-351 Reduced 2.95%	11,561 $1.08 Billion
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $11,414 - $13,325	137 Added 1.16%	11,912 $1.02 Billion
Q3 2024 Oct 22, 2024	BUY	$84.35 - $93.39 $118,596 - $131,306	1,406 Added 13.56%	11,775 $1.03 Billion
Q1 2024 Jun 24, 2024	SELL	$79.91 - $94.41 $4,155 - $4,909	-52 Reduced 0.5%	10,369 $979 Million
Q4 2023 Feb 27, 2024	SELL	$81.2 - $91.96 $73,648 - $83,407	-907 Reduced 8.01%	10,421 $874 Million
Q3 2023 Nov 07, 2023	SELL	$79.09 - $93.36 $27,444 - $32,395	-347 Reduced 2.97%	11,328 $1.02 Billion
Q2 2023 Jul 20, 2023	BUY	$76.59 - $87.23 $894,188 - $1.02 Million	11,675 New	11,675 $948 Million

Others Institutions Holding XLE

# of Institutions

2,185

Shares Held

232M

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 Lazari Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lazari Capital Management, Inc. with notifications on news.

Account

Lazari Capital Management, Inc. Energy Sector Spdr Transaction History