Lewis Asset Management, LLC Energy Sector Spdr Transaction History

Lewis Asset Management, LLC

  • $137 Billion
  • Q3 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 5,368 shares of XLE stock, worth $451,824. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,368
Previous 5,003 7.3%
Holding current value
$451,824
Previous $456 Million 3.35%
% of portfolio
0.34%
Previous 0.35%

Shares

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

Oct 31, 2024
BUY
$84.35 - $93.39 $30,787 - $34,087
365 Added 7.3%
5,368 $471 Million
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $24,211 - $26,972
275 Added 5.82%
5,003 $456 Million
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
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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