Boston Family Office LLC Energy Sector Spdr Transaction History

Boston Family Office LLC

$1.46 Billion
Q4 2024

A detailed history of Boston Family Office LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Boston Family Office LLC holds 2,383 shares of XLE stock, worth $207,749. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,383

Previous 8,662 72.49%

Holding current value

$207,749

Previous $761,000 73.19%

% of portfolio

0.01%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$83.32 - $97.27 $523,166 - $610,758	-6,279 Reduced 72.49%	2,383 $204,000
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $529,633 - $586,395	6,279 Added 263.49%	8,662 $761,000
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $190,425 - $224,979	2,383 New	2,383 $225,000
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $64,774 - $76,461	-819 Reduced 25.58%	2,383 $215,000
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $17,845 - $20,324	233 Added 7.85%	3,202 $260,000
Q1 2022 May 11, 2022	BUY	$57.22 - $78.75 $169,886 - $233,808	2,969 New	2,969 $227,000
Q4 2018 Feb 12, 2019	SELL	N/A	-2,900 Closed	0 $0
Q3 2018 Nov 01, 2018	SELL	N/A	-120 Reduced 3.97%	2,900 $220,000
Q1 2018 Apr 30, 2018	SELL	N/A	-305 Reduced 9.17%	3,020 $204,000
Q4 2017 Feb 06, 2018	BUY	N/A	3,325	3,325 $240,000

Others Institutions Holding XLE

# of Institutions

2,178

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Boston Family Office LLC Energy Sector Spdr Transaction History