Swan Capital LLC Energy Sector Spdr Transaction History

Swan Capital LLC

$217 Billion
Q1 2025

A detailed history of Swan Capital LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Swan Capital LLC holds 58 shares of XLE stock, worth $4,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,768

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 23, 2025	BUY	$85.7 - $93.96 $4,970 - $5,449	58 New	58 $5.43 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

Bank Of America Corp Charlotte, NC

27.8M
Shares

$2.29 Billion
0.21% of portfolio
Morgan Stanley New York, NY

16.3M
Shares

$1.34 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.2M
Shares

$1.17 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

10.5M
Shares

$864 Million
0.08% of portfolio
Ubs Group Ag

9.39M
Shares

$772 Million
0.17% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swan Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swan Capital LLC with notifications on news.

Account