A detailed history of Rothschild Investment Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Rothschild Investment Corp holds 11,313 shares of XLE stock, worth $956,627. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,313
Previous 10,091 12.11%
Holding current value
$956,627
Previous $819,000 24.91%
% of portfolio
0.09%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023

BUY
$79.09 - $93.36 $96,647 - $114,085
1,222 Added 12.11%
11,313 $1.02 Million
Q2 2023

Jul 18, 2023

BUY
$76.59 - $87.23 $612 - $697
8 Added 0.08%
10,091 $819,000
Q1 2023

Apr 24, 2023

BUY
$76.97 - $93.11 $28,247 - $34,171
367 Added 3.78%
10,083 $835,000
Q4 2022

Jan 19, 2023

SELL
$76.09 - $94.08 $1,293 - $1,599
-17 Reduced 0.17%
9,716 $850,000
Q3 2022

Oct 21, 2022

BUY
$67.49 - $84.09 $74,036 - $92,246
1,097 Added 12.7%
9,733 $701,000
Q2 2022

Jul 12, 2022

BUY
$70.66 - $92.28 $610,219 - $796,930
8,636 New
8,636 $618,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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