Obermeyer Wood Investment Counsel, Lllp Energy Sector Spdr Transaction History

Obermeyer Wood Investment Counsel, Lllp

  • $1.86 Billion
  • Q4 2024

A detailed history of Obermeyer Wood Investment Counsel, Lllp transactions in Energy Sector Spdr stock. As of the latest transaction made, Obermeyer Wood Investment Counsel, Lllp holds 5,566 shares of XLE stock, worth $501,329. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,566
Previous 5,016 10.96%
Holding current value
$501,329
Previous $440,000 8.18%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $45,825 - $53,498
550 Added 10.96%
5,566 $476,000
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $7,422 - $8,218
88 Added 1.79%
5,016 $440,000
Q2 2024

Jul 31, 2024
SELL
$88.04 - $98.08 $92,177 - $102,689
-1,047 Reduced 17.52%
4,928 $449,000
Q1 2023

May 09, 2023
BUY
$76.97 - $93.11 $161,637 - $195,531
2,100 Added 54.19%
5,975 $494,000
Q3 2022

Dec 09, 2022
BUY
$67.49 - $84.09 $261,523 - $325,848
3,875 New
3,875 $279,000

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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