A detailed history of Means Investment Co., Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Means Investment Co., Inc. holds 3,549 shares of XLE stock, worth $337,580. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,549
Previous 3,631 2.26%
Holding current value
$337,580
Previous $330,000 5.76%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$84.35 - $93.39 $6,916 - $7,657
-82 Reduced 2.26%
3,549 $311,000
Q2 2024

Jul 19, 2024

SELL
$88.04 - $98.08 $8,539 - $9,513
-97 Reduced 2.6%
3,631 $330,000
Q1 2024

Apr 17, 2024

SELL
$79.91 - $94.41 $15,023 - $17,749
-188 Reduced 4.8%
3,728 $351,000
Q4 2023

Jan 25, 2024

SELL
$81.2 - $91.96 $12,586 - $14,253
-155 Reduced 3.81%
3,916 $328,000
Q3 2023

Oct 25, 2023

BUY
$79.09 - $93.36 $1,898 - $2,240
24 Added 0.59%
4,071 $367,000
Q2 2023

Jul 31, 2023

SELL
$76.59 - $87.23 $3,829 - $4,361
-50 Reduced 1.22%
4,047 $328,000
Q1 2023

May 08, 2023

BUY
$76.97 - $93.11 $7,235 - $8,752
94 Added 2.35%
4,097 $339,000
Q4 2022

Jan 27, 2023

BUY
$76.09 - $94.08 $304,588 - $376,602
4,003 New
4,003 $0

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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