Stack Financial Management, Inc Energy Sector Spdr Transaction History

Stack Financial Management, Inc

  • $1.18 Billion
  • Q3 2025

A detailed history of Stack Financial Management, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Stack Financial Management, Inc holds 2,548 shares of XLE stock, worth $234,466. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,548
Previous 2,473 3.03%
Holding current value
$234,466
Previous $209,000 8.61%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$84.25 - $91.99 $6,318 - $6,899
75 Added 3.03%
2,548 $227,000
Q2 2025

Jul 25, 2025
BUY
$76.44 - $94.13 $2,981 - $3,671
39 Added 1.6%
2,473 $209,000
Q1 2025

May 02, 2025
BUY
$85.7 - $93.96 $208,593 - $228,698
2,434 New
2,434 $227,000
Q3 2024

Nov 04, 2024
SELL
$84.35 - $93.39 $5,229 - $5,790
-62 Reduced 2.63%
2,292 $201,000
Q2 2024

Aug 02, 2024
SELL
$88.04 - $98.08 $15,230 - $16,967
-173 Reduced 6.85%
2,354 $214,000
Q1 2024

May 02, 2024
BUY
$79.91 - $94.41 $201,932 - $238,574
2,527 New
2,527 $238,000
Q1 2022

May 03, 2022
SELL
$57.22 - $78.75 $657,858 - $905,388
-11,497 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
$53.01 - $59.14 $609,455 - $679,932
11,497 New
11,497 $638,000
Q1 2020

May 11, 2020
SELL
$23.57 - $60.87 $81,905 - $211,523
-3,475 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
$55.9 - $61.99 $194,252 - $215,415
3,475 New
3,475 $209,000
Q1 2019

May 06, 2019
SELL
N/A
-4,044 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
N/A
4,044 New
4,044 $232,000
Q1 2018

Apr 26, 2018
SELL
N/A
-13,346 Closed
0 $0
Q4 2017

Jan 22, 2018
BUY
N/A
13,346
13,346 $964,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Stack Financial Management, Inc Portfolio

Follow Stack Financial Management, Inc 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 Stack Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Stack Financial Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email