A detailed history of Saxony Capital Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Saxony Capital Management, LLC holds 4,691 shares of XLE stock, worth $437,201. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,691
Previous 2,742 71.08%
Holding current value
$437,201
Previous $259 Million 65.16%
% of portfolio
0.47%
Previous 0.31%

Shares

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

Jul 26, 2024

BUY
$88.04 - $98.08 $171,589 - $191,157
1,949 Added 71.08%
4,691 $428 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $20,217 - $23,885
-253 Reduced 8.45%
2,742 $259 Million
Q4 2023

Jan 29, 2024

BUY
$81.2 - $91.96 $243,194 - $275,420
2,995 New
2,995 $251 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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