A detailed history of Steele Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Steele Capital Management, Inc. holds 97,523 shares of XLE stock, worth $8.39 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
97,523
Previous 98,347 0.84%
Holding current value
$8.39 Million
Previous $9.28 Billion 4.26%
% of portfolio
0.5%
Previous 0.53%

Shares

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

Jul 16, 2024

SELL
$88.04 - $98.08 $72,544 - $80,817
-824 Reduced 0.84%
97,523 $8.89 Billion
Q1 2024

Apr 18, 2024

BUY
$79.91 - $94.41 $338,259 - $399,637
4,233 Added 4.5%
98,347 $9.28 Billion
Q4 2023

Feb 05, 2024

BUY
$81.2 - $91.96 $7.64 Million - $8.65 Million
94,114 New
94,114 $7.89 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Steele Capital Management, Inc. Portfolio

Follow Steele Capital 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 Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.