A detailed history of Synergy Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Synergy Asset Management, LLC holds 1,724 shares of XLE stock, worth $156,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,724
Holding current value
$156,763
% of portfolio
0.01%

Shares

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

Jan 23, 2025

BUY
$83.32 - $97.27 $143,643 - $167,693
1,724 New
1,724 $147,000
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $1.9 Million - $2.24 Million
23,992 New
23,992 $2.17 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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