Rothschild Investment LLC Energy Sector Spdr Transaction History

Rothschild Investment LLC

$1.77 Trillion
Q3 2025

A detailed history of Rothschild Investment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 10,917 shares of XLE stock, worth $1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,917

Previous 11,364 3.93%

Holding current value

$1 Million

Previous $964 Million 1.2%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$84.25 - $91.99 $37,659 - $41,119	-447 Reduced 3.93%	10,917 $975 Million
Q2 2025 Aug 11, 2025	SELL	$76.44 - $94.13 $80,720 - $99,401	-1,056 Reduced 8.5%	11,364 $964 Million
Q1 2025 Apr 08, 2025	SELL	$85.7 - $93.96 $6,084 - $6,671	-71 Reduced 0.57%	12,420 $1.16 Billion
Q4 2024 Feb 04, 2025	BUY	$83.32 - $97.27 $6,082 - $7,100	73 Added 0.59%	12,491 $1.07 Billion
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $277,174 - $306,879	-3,286 Reduced 20.92%	12,418 $1.09 Billion

Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $1.38 Million - $1.54 Million	15,704 New	15,704 $1.43 Billion
Q1 2024 Jul 31, 2024	BUY	$79.91 - $94.41 $147,753 - $174,564	1,849 Added 15.17%	14,039 $1.33 Billion
Q4 2023 Jul 31, 2024	SELL	$81.2 - $91.96 $285,336 - $323,147	-3,514 Reduced 22.38%	12,190 $1.02 Billion

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Rothschild Investment LLC Energy Sector Spdr Transaction History