Lewis Asset Management, LLC Energy Sector Spdr Transaction History

Lewis Asset Management, LLC

  • $131 Billion
  • Q4 2024

A detailed history of Lewis Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lewis Asset Management, LLC holds 5,069 shares of XLE stock, worth $456,564. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,069
Previous 5,368 5.57%
Holding current value
$456,564
Previous $471 Million 7.87%
% of portfolio
0.33%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$83.32 - $97.27 $24,912 - $29,083
-299 Reduced 5.57%
5,069 $434 Million
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $30,787 - $34,087
365 Added 7.3%
5,368 $471 Million
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $24,211 - $26,972
275 Added 5.82%
5,003 $456 Million
Q1 2024

May 01, 2024
BUY
$79.91 - $94.41 $46,907 - $55,418
587 Added 14.18%
4,728 $446 Million
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $336,249 - $380,806
4,141 New
4,141 $347 Million

Others Institutions Holding XLE

# of Institutions
2,167
Shares Held
231M
Call Options Held
58.1M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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