A detailed history of Naples Money Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Naples Money Management LLC holds 2,656 shares of XLE stock, worth $250,088. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,656
Previous 2,476 7.27%
Holding current value
$250,088
Previous $234 Million 3.62%
% of portfolio
0.21%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$88.04 - $98.08 $15,847 - $17,654
180 Added 7.27%
2,656 $242 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $31,964 - $37,764
-400 Reduced 13.91%
2,476 $234 Million
Q4 2023

Jan 31, 2024

BUY
$81.2 - $91.96 $233,531 - $264,476
2,876 New
2,876 $241 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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