Longview Financial Advisors, Inc. Energy Sector Spdr Transaction History

Longview Financial Advisors, Inc.

$127 Billion
Q4 2024

A detailed history of Longview Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Longview Financial Advisors, Inc. holds 4,384 shares of XLE stock, worth $383,293. This represents 0.3% of its overall portfolio holdings.

Number of Shares

4,384

Previous 4,144 5.79%

Holding current value

$383,293

Previous $364 Million 3.19%

% of portfolio

0.3%

Previous 0.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$83.32 - $97.27 $19,996 - $23,344	240 Added 5.79%	4,384 $376 Million
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $3,374 - $3,735	-40 Reduced 0.96%	4,144 $364 Million
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $88 - $98	1 Added 0.02%	4,185 $381 Million
Q1 2024 Oct 18, 2024	BUY	$79.91 - $94.41 $7,991 - $9,441	100 Added 2.45%	4,184 $395 Million
Q1 2024 Aug 14, 2024	BUY	$79.91 - $94.41 $7,991 - $9,441	100 Added 2.45%	4,184 $395 Million
Q4 2023 Oct 18, 2024	BUY	$81.2 - $91.96 $331,620 - $375,564	4,084 New	4,084 $342 Million
Q4 2023 Aug 14, 2024	BUY	$81.2 - $91.96 $331,620 - $375,564	4,084 New	4,084 $342 Million

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Longview Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Longview Financial Advisors, Inc. with notifications on news.

Account

Longview Financial Advisors, Inc. Energy Sector Spdr Transaction History