A detailed history of Stockman Wealth Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 29,108 shares of XLE stock, worth $2.54 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
29,108
Previous 28,381 2.56%
Holding current value
$2.54 Million
Previous $2.68 Million 0.97%
% of portfolio
0.48%
Previous 0.49%

Shares

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

Jul 31, 2024

BUY
$88.04 - $98.08 $64,005 - $71,304
727 Added 2.56%
29,108 $2.65 Million
Q1 2024

Apr 17, 2024

BUY
$79.91 - $94.41 $268,737 - $317,500
3,363 Added 13.44%
28,381 $2.68 Million
Q4 2023

Feb 01, 2024

BUY
$81.2 - $91.96 $127,971 - $144,928
1,576 Added 6.72%
25,018 $2.1 Million
Q3 2023

Oct 31, 2023

BUY
$79.09 - $93.36 $318,969 - $376,520
4,033 Added 20.78%
23,442 $2.12 Million
Q2 2023

Aug 02, 2023

BUY
$76.59 - $87.23 $455,404 - $518,669
5,946 Added 44.17%
19,409 $1.58 Million
Q1 2023

May 04, 2023

BUY
$76.97 - $93.11 $201,738 - $244,041
2,621 Added 24.17%
13,463 $1.12 Million
Q4 2022

Feb 07, 2023

BUY
$76.09 - $94.08 $824,967 - $1.02 Million
10,842 New
10,842 $948,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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