Naples Global Advisors, LLC Energy Sector Spdr Transaction History

Naples Global Advisors, LLC

  • $1.02 Billion
  • Q1 2025

A detailed history of Naples Global Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Naples Global Advisors, LLC holds 5,950 shares of XLE stock, worth $549,958. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,950
Previous 5,975 0.42%
Holding current value
$549,958
Previous $511,000 7.44%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 10, 2025
SELL
$85.7 - $93.96 $2,142 - $2,349
-25 Reduced 0.42%
5,950 $549,000
Q3 2024

Oct 24, 2024
BUY
$84.35 - $93.39 $8,435 - $9,339
100 Added 1.7%
5,975 $524,000
Q2 2024

Jul 18, 2024
SELL
$88.04 - $98.08 $32,662 - $36,387
-371 Reduced 5.94%
5,875 $535,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $48,425 - $57,212
606 Added 10.74%
6,246 $589,000
Q4 2023

Jan 11, 2024
BUY
$81.2 - $91.96 $457,968 - $518,654
5,640 New
5,640 $472,000

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
232M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global Advisors, LLC 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 Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email