A detailed history of Elevate Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Elevate Capital Advisors, LLC holds 13,417 shares of XLE stock, worth $1.23 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
13,417
Previous 13,877 3.31%
Holding current value
$1.23 Million
Previous $1.18 Billion 1.85%
% of portfolio
0.84%
Previous 0.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

SELL
$84.25 - $91.99 $38,755 - $42,315
-460 Reduced 3.31%
13,417 $1.2 Billion
Q2 2025

Jul 21, 2025

SELL
$76.44 - $94.13 $289,325 - $356,282
-3,785 Reduced 21.43%
13,877 $1.18 Billion
Q1 2025

Apr 25, 2025

SELL
$85.7 - $93.96 $1.96 Million - $2.15 Million
-22,903 Reduced 56.46%
17,662 $1.65 Billion
Q4 2024

Jan 28, 2025

BUY
$83.32 - $97.27 $3.38 Million - $3.95 Million
40,565 New
40,565 $3.47 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, LLC 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 Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.