Lokken Investment Group LLC Energy Sector Spdr Transaction History

Lokken Investment Group LLC

  • $232 Million
  • Q2 2025

A detailed history of Lokken Investment Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lokken Investment Group LLC holds 12,169 shares of XLE stock, worth $1.04 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
12,169
Previous 11,462 6.17%
Holding current value
$1.04 Million
Previous $1.07 Million 3.64%
% of portfolio
0.44%
Previous 0.5%

Shares

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

Jul 23, 2025
BUY
$76.44 - $94.13 $54,043 - $66,549
707 Added 6.17%
12,169 $1.03 Million
Q1 2025

May 01, 2025
BUY
$85.7 - $93.96 $982,293 - $1.08 Million
11,462 New
11,462 $1.07 Million
Q4 2022

Feb 13, 2023
SELL
$76.09 - $94.08 $4,032 - $4,986
-53 Reduced 0.23%
23,179 $2.03 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $102,314 - $127,480
1,516 Added 6.98%
23,232 $1.67 Million
Q2 2022

Aug 08, 2022
BUY
$70.66 - $92.28 $1.53 Million - $2 Million
21,716 New
21,716 $1.55 Million

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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