Stack Financial Management, Inc Energy Sector Spdr Transaction History

Stack Financial Management, Inc

  • $1.11 Billion
  • Q2 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 2,473 shares of XLE stock, worth $210,897. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,473
Previous 2,434 1.6%
Holding current value
$210,897
Previous $227,000 7.93%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,121
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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