A detailed history of Sym Financial Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Sym Financial Corp holds 7,670 shares of XLE stock, worth $668,057. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,670
Previous 7,354 4.3%
Holding current value
$668,057
Previous $694,000 0.72%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Aug 08, 2024

BUY
$88.04 - $98.08 $27,820 - $30,993
316 Added 4.3%
7,670 $699,000
Q1 2024

May 06, 2024

SELL
$79.91 - $94.41 $129,614 - $153,133
-1,622 Reduced 18.07%
7,354 $694,000
Q4 2023

Feb 06, 2024

BUY
$81.2 - $91.96 $32,967 - $37,335
406 Added 4.74%
8,976 $752,000
Q3 2023

Oct 27, 2023

BUY
$79.09 - $93.36 $207,769 - $245,256
2,627 Added 44.2%
8,570 $774,000
Q2 2023

Aug 02, 2023

BUY
$76.59 - $87.23 $1,148 - $1,308
15 Added 0.25%
5,943 $482,000
Q1 2023

May 02, 2023

BUY
$76.97 - $93.11 $1,308 - $1,582
17 Added 0.29%
5,928 $491,000
Q4 2022

Jan 19, 2023

BUY
$82.68 - $94.08 $1,240 - $1,411
15 Added 0.25%
5,911 $0
Q3 2022

Oct 28, 2022

BUY
N/A
19 Added 0.32%
5,896 $425,000
Q2 2022

Jul 19, 2022

SELL
N/A
-488 Reduced 7.67%
5,877 $420,000
Q1 2022

Apr 22, 2022

BUY
N/A
14 Added 0.22%
6,365 $487,000
Q4 2021

Feb 03, 2022

BUY
N/A
20 Added 0.32%
6,351 $352,000
Q3 2021

Oct 15, 2021

SELL
N/A
-1,256 Reduced 16.55%
6,331 $330,000
Q2 2021

Jul 20, 2021

BUY
N/A
531 Added 7.53%
7,587 $409,000
Q1 2021

Apr 19, 2021

BUY
N/A
208 Added 3.04%
7,056 $346,000
Q4 2020

Jan 26, 2021

SELL
N/A
-10 Reduced 0.15%
6,848 $260,000
Q3 2020

Oct 13, 2020

BUY
N/A
95 Added 1.4%
6,858 $205,000
Q2 2020

Jul 27, 2020

BUY
N/A
2,917 Added 75.85%
6,763 $256,000
Q1 2018

May 15, 2018

SELL
N/A
-60 Reduced 1.54%
3,846 $259,000
Q4 2017

Feb 14, 2018

BUY
N/A
3,906
3,906 $282,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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