A detailed history of Washburn Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Washburn Capital Management, Inc. holds 15,190 shares of XLE stock, worth $1.34 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
15,190
Previous 16,073 5.49%
Holding current value
$1.34 Million
Previous $1.47 Million 9.01%
% of portfolio
0.96%
Previous 1.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$84.35 - $93.39 $74,481 - $82,463
-883 Reduced 5.49%
15,190 $1.33 Million
Q2 2024

Jul 25, 2024

BUY
$88.04 - $98.08 $238,764 - $265,992
2,712 Added 20.3%
16,073 $1.47 Million
Q1 2024

Apr 30, 2024

SELL
$79.91 - $94.41 $211,521 - $249,903
-2,647 Reduced 16.54%
13,361 $1.26 Million
Q4 2023

Jan 23, 2024

BUY
$81.2 - $91.96 $32,317 - $36,600
398 Added 2.55%
16,008 $1.34 Million
Q3 2023

Nov 08, 2023

SELL
$79.09 - $93.36 $433,729 - $511,986
-5,484 Reduced 26.0%
15,610 $1.41 Million
Q2 2023

Aug 03, 2023

SELL
$76.59 - $87.23 $1.21 Million - $1.38 Million
-15,783 Reduced 42.8%
21,094 $1.71 Million
Q1 2023

Apr 14, 2023

BUY
$76.97 - $93.11 $87,360 - $105,679
1,135 Added 3.18%
36,877 $3.05 Million
Q4 2022

Feb 07, 2023

SELL
$76.09 - $94.08 $76,318 - $94,362
-1,003 Reduced 2.73%
35,742 $3.13 Million
Q3 2022

Oct 28, 2022

SELL
$67.49 - $84.09 $706,822 - $880,674
-10,473 Reduced 22.18%
36,745 $2.65 Million
Q2 2022

Jul 15, 2022

BUY
$70.66 - $92.28 $2.41 Million - $3.14 Million
34,073 Added 259.21%
47,218 $3.38 Million
Q1 2022

May 06, 2022

BUY
$57.22 - $78.75 $752,156 - $1.04 Million
13,145 New
13,145 $1.01 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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