A detailed history of Westover Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 17,840 shares of XLE stock, worth $1.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,840
Previous 6,200 187.74%
Holding current value
$1.5 Million
Previous $565,000 177.17%
% of portfolio
0.31%
Previous 0.15%

Shares

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

Nov 08, 2024

BUY
$84.35 - $93.39 $981,833 - $1.09 Million
11,640 Added 187.74%
17,840 $1.57 Million
Q2 2024

Aug 08, 2024

BUY
$88.04 - $98.08 $545,848 - $608,096
6,200 New
6,200 $565,000
Q4 2022

May 18, 2023

BUY
$76.09 - $94.08 $191,898 - $237,269
2,522 New
2,522 $220,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Westover Capital Advisors, LLC Portfolio

Follow Westover Capital Advisors, LLC 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 Westover Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westover Capital Advisors, LLC with notifications on news.