Lehman & Derafelo Financial Resources LLC Energy Sector Spdr Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

A detailed history of Lehman & Derafelo Financial Resources LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lehman & Derafelo Financial Resources LLC holds 20,441 shares of XLE stock, worth $1.9 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

20,441

Previous 20,830 1.87%

Holding current value

$1.9 Million

Previous $1.5 Million 19.13%

% of portfolio

0.53%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$76.09 - $94.08 $29,599 - $36,597	-389 Reduced 1.87%	20,441 $0
Q2 2022 Jul 19, 2022	SELL	$70.66 - $92.28 $111,289 - $145,341	-1,575 Reduced 7.03%	20,830 $1.49 Million
Q1 2022 Apr 21, 2022	BUY	$57.22 - $78.75 $45,203 - $62,212	790 Added 3.65%	22,405 $1.71 Million
Q4 2021 Feb 11, 2022	SELL	$53.01 - $59.14 $15,903 - $17,742	-300 Reduced 1.37%	21,615 $1.2 Million
Q3 2021 Oct 28, 2021	SELL	$45.79 - $54.81 $90,206 - $107,975	-1,970 Reduced 8.25%	21,915 $1.14 Million
Q1 2021 Apr 21, 2021	SELL	$37.96 - $53.57 $3,796 - $5,357	-100 Reduced 0.42%	23,885 $1.17 Million
Q4 2020 Jan 20, 2021	BUY	$27.71 - $41.6 $270,172 - $405,600	9,750 Added 68.49%	23,985 $909,000
Q2 2020 Jul 30, 2020	SELL	$27.62 - $46.86 $82,031 - $139,174	-2,970 Reduced 17.26%	14,235 $539,000
Q1 2020 May 13, 2020	SELL	$23.57 - $60.87 $7,306 - $18,869	-310 Reduced 1.77%	17,205 $500,000
Q4 2019 Feb 12, 2020	SELL	$55.9 - $61.99 $20,683 - $22,936	-370 Reduced 2.07%	17,515 $1.05 Million
Q3 2019 Nov 12, 2019	SELL	$59.2 - $63.13 $79,920 - $85,225	-1,350 Reduced 7.02%	17,885 $1.06 Million
Q2 2019 Aug 14, 2019	BUY	N/A	100 Added 0.52%	19,235 $1.21 Million
Q1 2019 May 14, 2019	BUY	N/A	1,600 Added 9.12%	19,135 $1.27 Million
Q4 2018 Feb 14, 2019	BUY	N/A	17,535 New	17,535 $1.01 Million

Others Institutions Holding XLE

# of Institutions

2,180

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Lehman & Derafelo Financial Resources LLC Energy Sector Spdr Transaction History