A detailed history of Collective Family Office LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Collective Family Office LLC holds 4,798 shares of XLE stock, worth $441,511. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,798
Previous 2,524 90.1%
Holding current value
$441,511
Previous $225,000 96.0%
% of portfolio
0.1%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026

BUY
$85.22 - $92.02 $193,790 - $209,253
2,274 Added 90.1%
4,798 $441,000
Q3 2025

Oct 06, 2025

BUY
$84.25 - $91.99 $9,604 - $10,486
114 Added 4.73%
2,524 $225,000
Q2 2025

Jul 03, 2025

SELL
$76.44 - $94.13 $131,094 - $161,432
-1,715 Reduced 41.58%
2,410 $204,000
Q1 2025

Apr 03, 2025

SELL
$85.7 - $93.96 $136,691 - $149,866
-1,595 Reduced 27.88%
4,125 $381,000
Q4 2024

Jan 08, 2025

SELL
$83.32 - $97.27 $46,409 - $54,179
-557 Reduced 8.87%
5,720 $489,000
Q3 2024

Oct 04, 2024

BUY
$84.35 - $93.39 $65,793 - $72,844
780 Added 14.19%
6,277 $551,000
Q1 2024

Apr 09, 2024

BUY
$79.91 - $94.41 $439,265 - $518,971
5,497 New
5,497 $518,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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