A detailed history of True North Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, True North Advisors, LLC holds 19,775 shares of XLE stock, worth $1.69 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
19,775
Previous 19,200 2.99%
Holding current value
$1.69 Million
Previous $1.63 Million 8.48%
% of portfolio
0.29%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025

BUY
$84.25 - $91.99 $48,443 - $52,894
575 Added 2.99%
19,775 $1.77 Million
Q2 2025

Jul 16, 2025

SELL
$76.44 - $94.13 $17,428 - $21,461
-228 Reduced 1.17%
19,200 $1.63 Million
Q1 2025

May 12, 2025

BUY
$85.7 - $93.96 $1.66 Million - $1.83 Million
19,428 New
19,428 $1.82 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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