Loring Wolcott & Coolidge Fiduciary Advisors LLP Energy Sector Spdr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q2 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Energy Sector Spdr stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,500 shares of XLE stock, worth $133,365. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$133,365
Previous $140,000 9.29%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$81.2 - $91.96 $95,328 - $107,961
-1,174 Reduced 43.9%
1,500 $125,000
Q3 2023

Nov 03, 2023
BUY
$79.09 - $93.36 $73,079 - $86,264
924 Added 52.8%
2,674 $241,000
Q2 2023

Aug 01, 2023
BUY
$76.59 - $87.23 $19,147 - $21,807
250 Added 16.67%
1,750 $142,000
Q2 2021

Aug 13, 2021
BUY
$47.07 - $56.19 $70,605 - $84,285
1,500 New
1,500 $81,000
Q1 2021

Apr 14, 2021
SELL
$37.96 - $53.57 $56,940 - $80,355
-1,500 Closed
0 $0
Q1 2020

Apr 15, 2020
SELL
$23.57 - $60.87 $123,742 - $319,567
-5,250 Reduced 77.78%
1,500 $44,000
Q4 2019

Jan 22, 2020
SELL
$55.9 - $61.99 $279 - $309
-5 Reduced 0.07%
6,750 $405,000
Q3 2019

Nov 05, 2019
BUY
$59.2 - $63.13 $296 - $315
5 Added 0.07%
6,755 $400,000
Q2 2017

Aug 07, 2017
BUY
N/A
6,750
6,750 $0

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
458M
Call Options Held
59.2M
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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