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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.3 Billion
  • Q1 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 $122,295. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,500
Previous 1,500 -0.0%
Holding current value
$122,295
Previous $128,000 9.38%
% 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
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email