A detailed history of Welch Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Welch Group, LLC holds 12,256 shares of XLE stock, worth $1.08 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,256
Previous 11,135 10.07%
Holding current value
$1.08 Million
Previous $1.01 Million 6.11%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 24, 2024

BUY
$84.35 - $93.39 $94,556 - $104,690
1,121 Added 10.07%
12,256 $1.08 Million
Q2 2024

Jul 17, 2024

BUY
$88.04 - $98.08 $463,002 - $515,802
5,259 Added 89.5%
11,135 $1.01 Million
Q1 2024

Apr 09, 2024

BUY
$79.91 - $94.41 $52,261 - $61,744
654 Added 12.52%
5,876 $554,000
Q4 2023

Jan 22, 2024

BUY
$81.2 - $91.96 $40,356 - $45,704
497 Added 10.52%
5,222 $437,000
Q1 2023

Apr 13, 2023

SELL
$76.97 - $93.11 $15,624 - $18,901
-203 Reduced 4.12%
4,725 $391,000
Q3 2022

Oct 13, 2022

BUY
$67.49 - $84.09 $48,120 - $59,956
713 Added 16.92%
4,928 $355,000
Q1 2022

Apr 29, 2022

SELL
$57.22 - $78.75 $344,979 - $474,783
-6,029 Reduced 58.85%
4,215 $322,000
Q4 2021

Jan 26, 2022

BUY
$53.01 - $59.14 $244,111 - $272,339
4,605 Added 81.66%
10,244 $569,000
Q3 2021

Nov 05, 2021

BUY
$45.79 - $54.81 $49,956 - $59,797
1,091 Added 23.99%
5,639 $294,000
Q2 2021

Jul 21, 2021

SELL
$47.07 - $56.19 $51,541 - $61,528
-1,095 Reduced 19.4%
4,548 $245,000
Q1 2021

Apr 23, 2021

SELL
$37.96 - $53.57 $5.67 Million - $8 Million
-149,294 Reduced 96.36%
5,643 $277,000
Q4 2020

Jan 25, 2021

BUY
$27.71 - $41.6 $3.38 Million - $5.07 Million
121,927 Added 369.36%
154,937 $5.87 Million
Q3 2020

Oct 28, 2020

BUY
$29.95 - $38.58 $988,649 - $1.27 Million
33,010 New
33,010 $989,000
Q2 2020

Jul 22, 2020

SELL
$27.62 - $46.86 $186,214 - $315,930
-6,742 Closed
0 $0
Q1 2020

Apr 28, 2020

BUY
$23.57 - $60.87 $158,908 - $410,385
6,742 New
6,742 $196,000
Q4 2017

Feb 01, 2018

SELL
N/A
-5,608 Closed
0 $0
Q3 2017

Nov 07, 2017

BUY
N/A
5,608
5,608 $384,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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