A detailed history of Rothschild Investment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 12,418 shares of XLE stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,418
Previous 15,704 20.92%
Holding current value
$1.05 Million
Previous $1.43 Billion 23.83%
% of portfolio
0.07%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


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