Kozak & Associates, Inc. Energy Sector Spdr Transaction History

Kozak & Associates, Inc.

  • $500 Million
  • Q4 2025

A detailed history of Kozak & Associates, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Kozak & Associates, Inc. holds 68 shares of XLE stock, worth $6,257. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68
Previous 34 100.0%
Holding current value
$6,257
Previous $3,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 12, 2026
BUY
$85.22 - $92.02 $2,897 - $3,128
34 Added 100.0%
68 $6,000
Q1 2025

Apr 15, 2025
BUY
$85.7 - $93.96 $2,913 - $3,194
34 New
34 $3,000
Q2 2024

Jul 05, 2024
SELL
$88.04 - $98.08 $11,005 - $12,260
-125 Reduced 98.43%
2 $0
Q1 2024

May 17, 2024
BUY
$79.91 - $94.41 $79 - $94
1 Added 0.79%
127 $11,000
Q4 2023

Jan 17, 2024
BUY
$81.2 - $91.96 $81 - $91
1 Added 0.8%
126 $10,000
Q3 2023

Oct 17, 2023
BUY
$79.09 - $93.36 $79 - $93
1 Added 0.81%
125 $11,000
Q2 2023

Jul 05, 2023
BUY
$76.59 - $87.23 $76 - $87
1 Added 0.81%
124 $10,000
Q1 2023

Apr 03, 2023
BUY
$76.97 - $93.11 $153 - $186
2 Added 1.65%
123 $10,000
Q4 2022

Jan 03, 2023
BUY
$76.09 - $94.08 $76 - $94
1 Added 0.83%
121 $11,000
Q3 2022

Oct 12, 2022
BUY
$67.49 - $84.09 $67 - $84
1 Added 0.84%
120 $10,000
Q2 2022

Oct 12, 2022
BUY
$70.66 - $92.28 $141 - $184
2 Added 1.71%
119 $9,000
Q4 2021

Mar 11, 2022
BUY
$53.01 - $59.14 $106 - $118
2 Added 1.74%
117 $9,000
Q3 2021

Nov 16, 2021
BUY
$45.79 - $54.81 $5,265 - $6,303
115 New
115 $7,000

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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