Viewpoint Capital Management LLC Energy Sector Spdr Transaction History

Viewpoint Capital Management LLC

  • $223 Million
  • Q3 2025

A detailed history of Viewpoint Capital Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 2,920 shares of XLE stock, worth $268,698. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,920
Previous 3,120 6.41%
Holding current value
$268,698
Previous $264,000 1.52%
% of portfolio
0.12%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$84.25 - $91.99 $16,850 - $18,398
-200 Reduced 6.41%
2,920 $260,000
Q1 2023

May 12, 2023
SELL
$76.97 - $93.11 $19,242 - $23,277
-250 Reduced 7.42%
3,120 $258,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $30,436 - $37,632
400 Added 13.47%
3,370 $294,000
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $6,748 - $8,409
100 Added 3.48%
2,970 $207,000
Q2 2022

Aug 11, 2022
SELL
$70.66 - $92.28 $65,713 - $85,820
-930 Reduced 24.47%
2,870 $205,000
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $201,438 - $224,732
3,800 New
3,800 $211,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
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
Track This Portfolio

Track Viewpoint Capital Management LLC Portfolio

Follow Viewpoint Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Viewpoint Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viewpoint Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email