A detailed history of Private Client Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Client Services, LLC holds 5,574 shares of XLE stock, worth $471,337. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,574
Previous 5,637 1.12%
Holding current value
$471,337
Previous $514 Million 4.75%
% of portfolio
0.26%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$84.35 - $93.39 $5,314 - $5,883
-63 Reduced 1.12%
5,574 $489 Million
Q2 2024

Jul 29, 2024

BUY
$88.04 - $98.08 $13,646 - $15,202
155 Added 2.83%
5,637 $514 Million
Q1 2024

May 10, 2024

SELL
$79.91 - $94.41 $799 - $944
-10 Reduced 0.18%
5,482 $518 Million
Q4 2023

Jan 30, 2024

BUY
$81.2 - $91.96 $445,950 - $505,044
5,492 New
5,492 $460 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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