Successful Portfolios LLC Energy Sector Spdr Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

A detailed history of Successful Portfolios LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 3,740 shares of XLE stock, worth $314,795. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,740
Previous 3,825 2.22%
Holding current value
$314,795
Previous $348,000 5.75%
% of portfolio
0.22%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$84.35 - $93.39 $7,169 - $7,938
-85 Reduced 2.22%
3,740 $328,000
Q2 2024

Jul 12, 2024
SELL
$88.04 - $98.08 $4,402 - $4,904
-50 Reduced 1.29%
3,825 $348,000
Q1 2024

Apr 17, 2024
SELL
$79.91 - $94.41 $1,997 - $2,360
-25 Reduced 0.64%
3,875 $365,000
Q4 2023

Jan 18, 2024
BUY
$81.2 - $91.96 $39,382 - $44,600
485 Added 14.2%
3,900 $326,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $7,909 - $9,336
100 Added 3.02%
3,415 $308,000
Q2 2023

Jul 20, 2023
SELL
$76.59 - $87.23 $15,011 - $17,097
-196 Reduced 5.58%
3,315 $269,000
Q1 2023

Apr 21, 2023
SELL
$76.97 - $93.11 $189,346 - $229,050
-2,460 Reduced 41.2%
3,511 $290,000
Q4 2022

Jan 27, 2023
SELL
$76.09 - $94.08 $18,794 - $23,237
-247 Reduced 3.97%
5,971 $0
Q3 2022

Oct 12, 2022
SELL
$67.49 - $84.09 $39,009 - $48,604
-578 Reduced 8.51%
6,218 $448,000
Q2 2022

Jul 22, 2022
BUY
$70.66 - $92.28 $480,205 - $627,134
6,796 New
6,796 $486,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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