Naples Global Advisors, LLC Energy Sector Spdr Transaction History

Naples Global Advisors, LLC

  • $985 Million
  • Q2 2024

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 5,875 shares of XLE stock, worth $547,550. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,875
Previous 6,246 5.94%
Holding current value
$547,550
Previous $589,000 9.17%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,059
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
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