Stack Financial Management, Inc Energy Sector Spdr Transaction History

Stack Financial Management, Inc

  • $1.09 Billion
  • Q1 2024

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 2,527 shares of XLE stock, worth $231,296. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,527
Holding current value
$231,296
% of portfolio
0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-11,497 Closed
0 $0
Q4 2021

Feb 03, 2022
BUY
N/A
11,497 New
11,497 $638,000
Q1 2020

May 11, 2020
SELL
N/A
-3,475 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
N/A
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
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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