Howard Financial Services, Ltd. Energy Sector Spdr Transaction History

Howard Financial Services, Ltd.

$726 Million
Q1 2025

A detailed history of Howard Financial Services, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 3,243 shares of XLE stock, worth $264,304. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,243

Previous 3,256 0.4%

Holding current value

$264,304

Previous $278,000 7.55%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$85.7 - $93.96 $1,114 - $1,221	-13 Reduced 0.4%	3,243 $299,000
Q4 2024 Jan 15, 2025	SELL	$83.32 - $97.27 $6,332 - $7,392	-76 Reduced 2.28%	3,256 $278,000
Q3 2024 Oct 08, 2024	SELL	$84.35 - $93.39 $12,146 - $13,448	-144 Reduced 4.14%	3,332 $292,000
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $86,367 - $96,216	981 Added 39.32%	3,476 $316,000
Q1 2024 Apr 16, 2024	BUY	$79.91 - $94.41 $8,150 - $9,629	102 Added 4.26%	2,495 $235,000
Q4 2023 Jan 09, 2024	BUY	$81.2 - $91.96 $194,311 - $220,060	2,393 New	2,393 $200,000
Q2 2019 Aug 05, 2019	SELL	N/A	-3,503 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	3,503 New	3,503 $232,000

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Howard Financial Services, Ltd. Energy Sector Spdr Transaction History