A detailed history of Roxbury Financial LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Roxbury Financial LLC holds 5,258 shares of XLE stock, worth $483,841. This represents 0.43% of its overall portfolio holdings.

Number of Shares
5,258
Previous 5,346 1.65%
Holding current value
$483,841
Previous $453 Million 3.61%
% of portfolio
0.43%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 01, 2025

SELL
$84.25 - $91.99 $7,414 - $8,095
-88 Reduced 1.65%
5,258 $470 Million
Q2 2025

Jul 07, 2025

SELL
$76.44 - $94.13 $161,441 - $198,802
-2,112 Reduced 28.32%
5,346 $453 Million
Q1 2025

Apr 09, 2025

SELL
$85.7 - $93.96 $46,192 - $50,644
-539 Reduced 6.74%
7,458 $679 Million
Q4 2024

Jan 30, 2025

BUY
$83.32 - $97.27 $666,310 - $777,868
7,997 New
7,997 $764 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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