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 $237,340. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,656
Previous 2,476 7.27%
Holding current value
$237,340
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
Track This Portfolio

Track Naples Money Management LLC Portfolio

Follow Naples Money Management 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 Money Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Money Management LLC with notifications on news.