Joule Financial, LLC Energy Sector Spdr Transaction History

Joule Financial, LLC

$280 Million
Q4 2024

A detailed history of Joule Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Joule Financial, LLC holds 27,045 shares of XLE stock, worth $2.49 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

27,045

Previous 17,577 53.87%

Holding current value

$2.49 Million

Previous $1.54 Million 50.1%

% of portfolio

0.83%

Previous 0.56%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$83.32 - $97.27 $788,873 - $920,952	9,468 Added 53.87%	27,045 $2.32 Million
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

# of Institutions

2,038

Shares Held

232M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Joule Financial, LLC Energy Sector Spdr Transaction History