Marshall Investment Management, LLC Energy Sector Spdr Transaction History

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025

A detailed history of Marshall Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Marshall Investment Management, LLC holds 1,621 shares of XLE stock, worth $133,278. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,621
Previous 1,882 13.87%
Holding current value
$133,278
Previous $165 Million 8.38%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$85.7 - $93.96 $22,367 - $24,523
-261 Reduced 13.87%
1,621 $151 Million
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $156,808 - $183,062
1,882 New
1,882 $165 Million

Others Institutions Holding XLE

# of Institutions
2,177
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
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