A detailed history of Cahill Financial Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 7,892 shares of XLE stock, worth $693,233. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,892
Previous 9,451 16.5%
Holding current value
$693,233
Previous $892,000 19.39%
% of portfolio
0.1%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024

SELL
$88.04 - $98.08 $137,254 - $152,906
-1,559 Reduced 16.5%
7,892 $719,000
Q1 2024

May 13, 2024

SELL
$79.91 - $94.41 $151,988 - $179,567
-1,902 Reduced 16.75%
9,451 $892,000
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $66,746 - $75,591
-822 Reduced 6.75%
11,353 $951,000
Q3 2023

Nov 14, 2023

SELL
$79.09 - $93.36 $12,891 - $15,217
-163 Reduced 1.32%
12,175 $1.1 Million
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $606,745 - $691,036
7,922 Added 179.39%
12,338 $1 Million
Q1 2023

May 11, 2023

SELL
$76.97 - $93.11 $31,634 - $38,268
-411 Reduced 8.51%
4,416 $365,000
Q4 2022

Feb 14, 2023

SELL
$76.09 - $94.08 $1.86 Million - $2.3 Million
-24,487 Reduced 83.53%
4,827 $422,000
Q3 2022

Nov 14, 2022

SELL
$67.49 - $84.09 $366,808 - $457,029
-5,435 Reduced 15.64%
29,314 $2.11 Million
Q2 2022

Aug 08, 2022

SELL
$70.66 - $92.28 $821,210 - $1.07 Million
-11,622 Reduced 25.06%
34,749 $0
Q1 2022

May 12, 2022

BUY
$57.22 - $78.75 $2.65 Million - $3.65 Million
46,371 New
46,371 $3.55 Million
Q4 2021

Feb 11, 2022

SELL
$53.01 - $59.14 $49,935 - $55,709
-942 Closed
0 $0
Q3 2021

Nov 16, 2021

BUY
$45.79 - $54.81 $43,134 - $51,631
942 New
942 $49,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.