A detailed history of Wiley Bros. Aintree Capital, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Wiley Bros. Aintree Capital, LLC holds 8,638 shares of XLE stock, worth $773,532. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,638
Previous 6,057 42.61%
Holding current value
$773,532
Previous $507,000 60.75%
% of portfolio
0.11%
Previous 0.12%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024

BUY
$79.91 - $94.41 $206,247 - $243,672
2,581 Added 42.61%
8,638 $815,000
Q4 2023

Jan 08, 2024

SELL
$81.2 - $91.96 $17,945 - $20,323
-221 Reduced 3.52%
6,057 $507,000
Q3 2023

Oct 06, 2023

BUY
$79.09 - $93.36 $1,977 - $2,334
25 Added 0.4%
6,278 $567,000
Q2 2023

Jul 05, 2023

BUY
$76.59 - $87.23 $612 - $697
8 Added 0.13%
6,253 $507,000
Q1 2023

Apr 05, 2023

BUY
$76.97 - $93.11 $692 - $837
9 Added 0.14%
6,245 $517,000
Q4 2022

Jan 10, 2023

BUY
$82.68 - $94.08 $826 - $940
10 Added 0.16%
6,236 $0
Q3 2022

Oct 11, 2022

SELL
N/A
-560 Reduced 8.25%
6,226 $448,000
Q2 2022

Jul 06, 2022

SELL
N/A
-724 Reduced 9.64%
6,786 $485,000
Q1 2022

Apr 26, 2022

BUY
N/A
3,569 Added 90.56%
7,510 $574,000
Q1 2022

Apr 11, 2022

SELL
N/A
-3,824 Reduced 49.25%
3,941 $301,000
Q4 2021

Jan 12, 2022

BUY
N/A
1,915 Added 32.74%
7,765 $431,000
Q3 2021

Oct 07, 2021

SELL
N/A
-202 Reduced 3.34%
5,850 $305,000
Q2 2021

Jul 12, 2021

BUY
N/A
1,284 Added 26.93%
6,052 $326,000
Q1 2021

Apr 09, 2021

BUY
N/A
4,768 New
4,768 $234,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Wiley Bros. Aintree Capital, LLC Portfolio

Follow Wiley Bros. Aintree Capital, 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 Wiley Bros. Aintree Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiley Bros. Aintree Capital, LLC with notifications on news.