Boston Research & Management Inc Energy Sector Spdr Transaction History

Boston Research & Management Inc

$453 Million
Q3 2025

A detailed history of Boston Research & Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Boston Research & Management Inc holds 42,696 shares of XLE stock, worth $3.93 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

42,696

Previous 43,980 2.92%

Holding current value

$3.93 Million

Previous $3.73 Million 2.28%

% of portfolio

0.84%

Previous 0.89%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$84.25 - $91.99 $108,177 - $118,115	-1,284 Reduced 2.92%	42,696 $3.81 Million
Q2 2025 Aug 12, 2025	SELL	$76.44 - $94.13 $328,004 - $403,911	-4,291 Reduced 8.89%	43,980 $3.73 Million
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $94,698 - $103,825	-1,105 Reduced 2.24%	48,271 $4.51 Million
Q4 2024 Feb 12, 2025	BUY	$83.32 - $97.27 $245,377 - $286,460	2,945 Added 6.34%	49,376 $4.23 Million
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $58,106 - $64,732	-660 Reduced 1.4%	46,431 $4.23 Million

Q1 2024 May 14, 2024	BUY	$79.91 - $94.41 $3,995 - $4,720	50 Added 0.11%	47,091 $4.45 Million
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $64,960 - $73,568	800 Added 1.73%	47,041 $3.94 Million
Q2 2023 Aug 01, 2023	BUY	$76.59 - $87.23 $48,634 - $55,391	635 Added 1.39%	46,241 $3.75 Million
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $18,010 - $21,787	-234 Reduced 0.51%	45,606 $3.78 Million
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $201,258 - $248,841	-2,645 Reduced 5.46%	45,840 $4.01 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $9,448 - $11,772	140 Added 0.29%	48,485 $3.49 Million
Q2 2022 Aug 11, 2022	SELL	$70.66 - $92.28 $89,738 - $117,195	-1,270 Reduced 2.56%	48,345 $3.46 Million
Q1 2022 May 12, 2022	SELL	$57.22 - $78.75 $119,017 - $163,800	-2,080 Reduced 4.02%	49,615 $3.79 Million
Q3 2021 Nov 10, 2021	BUY	$45.79 - $54.81 $157,517 - $188,546	3,440 Added 7.13%	51,695 $2.69 Million
Q3 2021 Nov 10, 2021	SELL	$45.79 - $54.81 $111,956 - $134,010	-2,445 Reduced 4.82%	48,255 $2.37 Million
Q2 2021 Aug 11, 2021	BUY	$47.07 - $56.19 $115,086 - $137,384	2,445 Added 5.07%	50,700 $2.73 Million
Q1 2021 May 11, 2021	SELL	$37.96 - $53.57 $265,340 - $374,454	-6,990 Reduced 12.65%	48,255 $2.37 Million
Q4 2020 Feb 09, 2021	BUY	$27.71 - $41.6 $562,900 - $845,062	20,314 Added 58.15%	55,245 $2.09 Million
Q3 2020 Nov 09, 2020	SELL	$29.95 - $38.58 $26,236 - $33,796	-876 Reduced 2.45%	34,931 $1.05 Million
Q2 2020 Aug 10, 2020	SELL	$27.62 - $46.86 $113,048 - $191,797	-4,093 Reduced 10.26%	35,807 $1.36 Million
Q1 2020 May 08, 2020	BUY	$23.57 - $60.87 $665,734 - $1.72 Million	28,245 Added 242.34%	39,900 $1.16 Million
Q4 2019 Feb 07, 2020	BUY	$55.9 - $61.99 $369,778 - $410,063	6,615 Added 131.25%	11,655 $699,000
Q3 2019 Nov 12, 2019	BUY	$59.2 - $63.13 $298,368 - $318,175	5,040 New	5,040 $298,000
Q4 2017 Feb 09, 2018	SELL	N/A	-6,330 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	6,330	6,330 $433,000

Others Institutions Holding XLE

# of Institutions

2,131

Shares Held

219M

Call Options Held

57.3M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Boston Research & Management Inc Energy Sector Spdr Transaction History