A detailed history of Sunbelt Securities, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 6,901 shares of XLE stock, worth $617,984. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,901
Previous 11,105 37.86%
Holding current value
$617,984
Previous $931,000 30.08%
% of portfolio
0.08%
Previous 0.12%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$79.91 - $94.41 $335,941 - $396,899
-4,204 Reduced 37.86%
6,901 $651,000
Q4 2023

Feb 14, 2024

BUY
$81.2 - $91.96 $162,075 - $183,552
1,996 Added 21.91%
11,105 $931,000
Q3 2023

Dec 11, 2023

SELL
$79.09 - $93.36 $45,239 - $53,401
-572 Reduced 5.91%
9,109 $823,000
Q2 2023

Aug 15, 2023

SELL
$76.59 - $87.23 $69,850 - $79,553
-912 Reduced 8.61%
9,681 $785,000
Q1 2023

May 17, 2023

SELL
$76.97 - $93.11 $5,926 - $7,169
-77 Reduced 0.72%
10,593 $877,000
Q4 2022

Feb 08, 2023

SELL
$82.68 - $94.08 $287,147 - $326,739
-3,473 Reduced 24.56%
10,670 $933,000
Q3 2022

Nov 21, 2022

BUY
N/A
3,346 Added 30.99%
14,143 $1.02 Million
Q2 2022

Oct 03, 2022

SELL
N/A
-6,370 Reduced 37.11%
10,797 $772,000
Q1 2022

May 16, 2022

SELL
N/A
-3,910 Reduced 18.55%
17,167 $1.33 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-8,551 Reduced 28.86%
21,077 $1.44 Million
Q2 2021

Jul 29, 2021

BUY
N/A
8,705 Added 41.6%
29,628 $1.44 Million
Q1 2021

May 27, 2021

SELL
N/A
-13,709 Reduced 39.58%
20,923 $1.03 Million
Q4 2020

Feb 09, 2021

BUY
N/A
19,780 Added 133.18%
34,632 $1.31 Million
Q3 2020

Nov 17, 2020

SELL
N/A
-3,777 Reduced 20.27%
14,852 $445,000
Q2 2020

Aug 14, 2020

SELL
N/A
-1,834 Reduced 8.96%
18,629 $705,000
Q1 2020

May 15, 2020

BUY
N/A
2,464 Added 13.69%
20,463 $635,000
Q4 2019

Feb 14, 2020

BUY
N/A
45 Added 0.25%
17,999 $270 Million
Q3 2019

Nov 15, 2019

BUY
N/A
10,439 Added 138.91%
17,954 $1.06 Million
Q2 2019

Aug 01, 2019

SELL
N/A
-405 Reduced 5.11%
7,515 $479,000
Q1 2019

May 15, 2019

SELL
N/A
-36 Reduced 0.45%
7,920 $524,000
Q4 2018

Feb 14, 2019

SELL
N/A
-556 Reduced 6.53%
7,956 $456,000
Q3 2018

Nov 14, 2018

SELL
N/A
-682 Reduced 7.42%
8,512 $645,000
Q2 2018

Aug 08, 2018

SELL
N/A
-1,951 Reduced 17.51%
9,194 $698,000
Q1 2018

May 09, 2018

BUY
N/A
2,030 Added 22.27%
11,145 $751,000
Q4 2017

Feb 06, 2018

BUY
N/A
9,115
9,115 $659,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Sunbelt Securities, Inc. Portfolio

Follow Sunbelt Securities, 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 Sunbelt Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sunbelt Securities, Inc. with notifications on news.