A detailed history of Leavell Investment Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Leavell Investment Management, Inc. holds 4,811 shares of XLE stock, worth $404,941. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,811
Previous 3,218 49.5%
Holding current value
$404,941
Previous $293,000 44.03%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$84.35 - $93.39 $134,369 - $148,770
1,593 Added 49.5%
4,811 $422,000
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $2,641 - $2,942
30 Added 0.94%
3,218 $293,000
Q1 2024

Apr 24, 2024

SELL
$79.91 - $94.41 $18,459 - $21,808
-231 Reduced 6.76%
3,188 $300,000
Q4 2023

Jan 23, 2024

BUY
$81.2 - $91.96 $17,620 - $19,955
217 Added 6.78%
3,419 $286,000
Q3 2023

Oct 16, 2023

BUY
$79.09 - $93.36 $20,642 - $24,366
261 Added 8.87%
3,202 $289,000
Q2 2023

Jul 19, 2023

BUY
$76.59 - $87.23 $225,251 - $256,543
2,941 New
2,941 $239,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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