Legacy Capital Group California, Inc. Energy Sector Spdr Transaction History

Legacy Capital Group California, Inc.

  • $361 Billion
  • Q2 2025

A detailed history of Legacy Capital Group California, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Legacy Capital Group California, Inc. holds 4,588 shares of XLE stock, worth $402,275. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,588
Previous 4,557 0.68%
Holding current value
$402,275
Previous $426 Million 8.62%
% of portfolio
0.11%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$76.44 - $94.13 $2,369 - $2,918
31 Added 0.68%
4,588 $389 Million
Q1 2025

May 09, 2025
BUY
$85.7 - $93.96 $90,927 - $99,691
1,061 Added 30.35%
4,557 $426 Million
Q4 2024

Feb 03, 2025
SELL
$83.32 - $97.27 $85,819 - $100,188
-1,030 Reduced 22.76%
3,496 $299 Million
Q3 2024

Oct 23, 2024
SELL
$84.35 - $93.39 $13,074 - $14,475
-155 Reduced 3.31%
4,526 $397 Million
Q2 2024

Jul 22, 2024
BUY
$88.04 - $98.08 $57,049 - $63,555
648 Added 16.07%
4,681 $427 Million
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $32,283 - $38,141
404 Added 11.13%
4,033 $381 Million
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $9,094 - $10,299
112 Added 3.18%
3,629 $304 Million
Q3 2023

Nov 06, 2023
BUY
$79.09 - $93.36 $5,378 - $6,348
68 Added 1.97%
3,517 $318 Million
Q2 2023

Aug 10, 2023
BUY
$76.59 - $87.23 $12,254 - $13,956
160 Added 4.86%
3,449 $280 Million
Q1 2023

May 11, 2023
BUY
$76.97 - $93.11 $253,154 - $306,238
3,289 New
3,289 $272 Million

Others Institutions Holding XLE

# of Institutions
2,123
Shares Held
447M
Call Options Held
50.1M
Put Options Held
120M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Legacy Capital Group California, Inc. Portfolio

Follow Legacy Capital Group California, Inc. 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 Legacy Capital Group California, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Group California, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email