Lewis Asset Management, LLC Energy Sector Spdr Transaction History

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2024

A detailed history of Lewis Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lewis Asset Management, LLC holds 4,728 shares of XLE stock, worth $435,874. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,728
Previous 4,141 14.18%
Holding current value
$435,874
Previous $347 Million 28.58%
% of portfolio
0.37%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$79.91 - $94.41 $46,907 - $55,418
587 Added 14.18%
4,728 $446 Million
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $336,249 - $380,806
4,141 New
4,141 $347 Million

Others Institutions Holding XLE

# of Institutions
2,035
Shares Held
240M
Call Options Held
53.2M
Put Options Held
96.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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