Mcdonald Partners LLC Energy Sector Spdr Transaction History

Mcdonald Partners LLC

  • $357 Million
  • Q1 2024

A detailed history of Mcdonald Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Mcdonald Partners LLC holds 4,764 shares of XLE stock, worth $426,616. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,764
Previous 4,728 0.76%
Holding current value
$426,616
Previous $396,000 13.38%
% of portfolio
0.13%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$79.91 - $94.41 $2,876 - $3,398
36 Added 0.76%
4,764 $449,000
Q4 2023

Feb 12, 2024
SELL
$81.2 - $91.96 $13,885 - $15,725
-171 Reduced 3.49%
4,728 $396,000
Q3 2023

Oct 30, 2023
BUY
$79.09 - $93.36 $2,768 - $3,267
35 Added 0.72%
4,899 $442,000
Q2 2023

Jul 17, 2023
BUY
$76.59 - $87.23 $5,361 - $6,106
70 Added 1.46%
4,864 $394,000
Q1 2023

Apr 19, 2023
BUY
$76.97 - $93.11 $3,540 - $4,283
46 Added 0.97%
4,794 $397,000
Q4 2022

Jan 18, 2023
BUY
$82.68 - $94.08 $392,564 - $446,691
4,748 New
4,748 $0
Q2 2022

Jul 25, 2022
SELL
N/A
-126 Reduced 0.7%
17,861 $1.28 Million
Q1 2022

Apr 29, 2022
BUY
N/A
17,963 Added 74845.83%
17,987 $1.38 Million
Q4 2021

Jan 31, 2022
SELL
N/A
-18,733 Reduced 99.87%
24 $0
Q3 2021

Nov 24, 2021
SELL
N/A
-1,941 Reduced 9.38%
18,757 $977,000
Q3 2021

Oct 28, 2021
BUY
N/A
4,021 Added 24.11%
20,698 $1.08 Million
Q2 2021

Nov 24, 2021
SELL
N/A
-1,941 Reduced 10.43%
16,677 $898,000
Q2 2021

Jul 23, 2021
BUY
N/A
2,957 Added 18.88%
18,618 $1 Million
Q1 2021

Nov 24, 2021
SELL
N/A
-1,941 Reduced 11.03%
15,661 $768,000
Q1 2021

Apr 15, 2021
BUY
N/A
2,513 Added 16.65%
17,602 $864,000
Q4 2020

Feb 16, 2021
BUY
N/A
15,089 New
15,089 $572,000

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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