Caldwell Sutter Capital, Inc. Energy Sector Spdr Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q4 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 9,883 shares of XLE stock, worth $909,433. This represents 0.39% of its overall portfolio holdings.

Number of Shares

9,883

Previous 9,383 5.33%

Holding current value

$909,433

Previous $824 Million 2.76%

% of portfolio

0.39%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$83.32 - $97.27 $41,660 - $48,635	500 Added 5.33%	9,883 $847 Million
Q2 2024 Jul 22, 2024	SELL	$88.04 - $98.08 $44,020 - $49,040	-500 Reduced 5.06%	9,383 $855 Million
Q4 2023 Jan 19, 2024	BUY	$81.2 - $91.96 $38,245 - $43,313	471 Added 5.0%	9,883 $829 Million
Q3 2023 Oct 25, 2023	SELL	$79.09 - $93.36 $3,321 - $3,921	-42 Reduced 0.44%	9,412 $851 Million
Q2 2023 Jul 19, 2023	BUY	$76.59 - $87.23 $43,579 - $49,633	569 Added 6.4%	9,454 $767 Million
Q4 2022 Feb 10, 2023	BUY	$76.09 - $94.08 $676,059 - $835,900	8,885 New	8,885 $777 Million

Others Institutions Holding XLE

# of Institutions

2,168

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 Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Account

Caldwell Sutter Capital, Inc. Energy Sector Spdr Transaction History