Successful Portfolios LLC Energy Sector Spdr Transaction History

Successful Portfolios LLC

$147 Million
Q1 2025

A detailed history of Successful Portfolios LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Successful Portfolios LLC holds 3,520 shares of XLE stock, worth $289,414. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,520

Previous 3,720 5.38%

Holding current value

$289,414

Previous $318,000 2.2%

% of portfolio

0.22%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$85.7 - $93.96 $17,140 - $18,792	-200 Reduced 5.38%	3,520 $325,000
Q4 2024 Jan 16, 2025	SELL	$83.32 - $97.27 $1,666 - $1,945	-20 Reduced 0.53%	3,720 $318,000
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

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Successful Portfolios LLC Energy Sector Spdr Transaction History