A detailed history of Washburn Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Washburn Capital Management, Inc. holds 15,190 shares of XLE stock, worth $1.28 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
15,190
Previous 16,073 5.49%
Holding current value
$1.28 Million
Previous $1.47 Million 9.01%
% of portfolio
0.96%
Previous 1.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$84.35 - $93.39 $74,481 - $82,463
-883 Reduced 5.49%
15,190 $1.33 Million
Q2 2024

Jul 25, 2024

BUY
$88.04 - $98.08 $238,764 - $265,992
2,712 Added 20.3%
16,073 $1.47 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $211,521 - $249,903
-2,647 Reduced 16.54%
13,361 $1.26 Million
Q4 2023

Jan 23, 2024

BUY
$81.2 - $91.96 $32,317 - $36,600
398 Added 2.55%
16,008 $1.34 Million
Q3 2023

Nov 08, 2023

SELL
$79.09 - $93.36 $433,729 - $511,986
-5,484 Reduced 26.0%
15,610 $1.41 Million
Q2 2023

Aug 03, 2023

SELL
$76.59 - $87.23 $1.21 Million - $1.38 Million
-15,783 Reduced 42.8%
21,094 $1.71 Million
Q1 2023

Apr 14, 2023

BUY
$76.97 - $93.11 $87,360 - $105,679
1,135 Added 3.18%
36,877 $3.05 Million
Q4 2022

Feb 07, 2023

SELL
$76.09 - $94.08 $76,318 - $94,362
-1,003 Reduced 2.73%
35,742 $3.13 Million
Q3 2022

Oct 28, 2022

SELL
$67.49 - $84.09 $706,822 - $880,674
-10,473 Reduced 22.18%
36,745 $2.65 Million
Q2 2022

Jul 15, 2022

BUY
$70.66 - $92.28 $2.41 Million - $3.14 Million
34,073 Added 259.21%
47,218 $3.38 Million
Q1 2022

May 06, 2022

BUY
$57.22 - $78.75 $752,156 - $1.04 Million
13,145 New
13,145 $1.01 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Washburn Capital Management, Inc. Portfolio

Follow Washburn Capital Management, 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 Washburn Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Washburn Capital Management, Inc. with notifications on news.