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 $489,209. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,950
Previous 5,975 0.42%
Holding current value
$489,209
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
2,177
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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