A detailed history of Joule Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Joule Financial, LLC holds 17,577 shares of XLE stock, worth $1.49 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
17,577
Previous 13,484 30.35%
Holding current value
$1.49 Million
Previous $1.23 Million 25.55%
% of portfolio
0.56%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$84.35 - $93.39 $345,244 - $382,245
4,093 Added 30.35%
17,577 $1.54 Million
Q2 2024

Oct 17, 2024

BUY
$88.04 - $98.08 $19,456 - $21,675
221 Added 1.67%
13,484 $1.23 Million
Q1 2024

Oct 17, 2024

BUY
$79.91 - $94.41 $1.06 Million - $1.25 Million
13,263 New
13,263 $1.25 Million
Q4 2023

Jan 11, 2024

BUY
$81.2 - $91.96 $42,873 - $48,554
528 Added 4.53%
12,191 $1.02 Million
Q3 2023

Oct 26, 2023

BUY
$79.09 - $93.36 $118,318 - $139,666
1,496 Added 14.71%
11,663 $1.05 Million
Q2 2023

Jul 14, 2023

BUY
$76.59 - $87.23 $400,412 - $456,038
5,228 Added 105.85%
10,167 $825,000
Q1 2023

Apr 13, 2023

BUY
$76.97 - $93.11 $17,318 - $20,949
225 Added 4.77%
4,939 $409,000
Q4 2022

Jan 13, 2023

SELL
$76.09 - $94.08 $282,065 - $348,754
-3,707 Reduced 44.02%
4,714 $0
Q3 2022

Oct 19, 2022

BUY
$67.49 - $84.09 $568,333 - $708,121
8,421 New
8,421 $606,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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