Bos Asset Management, LLC Energy Sector Spdr Transaction History

Bos Asset Management, LLC

$355 Billion
Q3 2025

A detailed history of Bos Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bos Asset Management, LLC holds 51,270 shares of XLE stock, worth $4.72 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

51,270

Previous 48,902 4.84%

Holding current value

$4.72 Million

Previous $4.15 Billion 10.44%

% of portfolio

1.29%

Previous 1.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$84.25 - $91.99 $199,504 - $217,832	2,368 Added 4.84%	51,270 $4.58 Billion
Q2 2025 Jul 16, 2025	BUY	$76.44 - $94.13 $69,178 - $85,187	905 Added 1.89%	48,902 $4.15 Billion
Q1 2025 May 22, 2025	BUY	$85.7 - $93.96 $323,603 - $354,792	3,776 Added 8.54%	47,997 $4.49 Billion
Q4 2024 Feb 13, 2025	SELL	$83.32 - $97.27 $124,563 - $145,418	-1,495 Reduced 3.27%	44,221 $3.79 Billion
Q3 2024 Oct 16, 2024	BUY	$84.35 - $93.39 $198,897 - $220,213	2,358 Added 5.44%	45,716 $4.01 Billion

Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $294,405 - $327,979	3,344 Added 8.36%	43,358 $3.95 Billion
Q1 2024 May 07, 2024	BUY	$79.91 - $94.41 $279,764 - $330,529	3,501 Added 9.59%	40,014 $3.78 Billion
Q4 2023 Feb 14, 2024	BUY	$81.2 - $91.96 $67,964 - $76,970	837 Added 2.35%	36,513 $3.06 Billion
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $181,353 - $214,074	2,293 Added 6.87%	35,676 $3.22 Billion
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $173,093 - $197,139	2,260 Added 7.26%	33,383 $2.71 Billion
Q1 2023 May 15, 2023	BUY	$76.97 - $93.11 $1.22 Million - $1.48 Million	15,909 Added 104.57%	31,123 $2.58 Billion
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $1.16 Million - $1.43 Million	15,214 New	15,214 $1.33 Billion

Others Institutions Holding XLE

# of Institutions

2,122

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Bos Asset Management, LLC Energy Sector Spdr Transaction History