Allen Investment Management, LLC XLE Holdings History
Allen Investment Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Allen Investment Management, LLC held 829,570.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $77.52 Mil. This investment constitutes 0.9% of their stock portfolio, and Allen Investment Management, LLC now holds 0.26% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2015Q4. And since then Allen Investment Management, LLC has made 10 purchases of XLE, at an average price of $81.54, for a total of 1.21 Mil shares. In addition, there have been 5 sales at an average price of $41.53 for 379,631.00 shares. Based on historical transaction data and XLE's current price of $85.75, Allen Investment Management, LLC's estimated gain on his XLE holdings is $-11.69 Mil, reflecting a -11.86% gain to date.
Allen Investment Management, LLC XLE ($85.75) Holding Chart
Allen Investment Management, LLC XLE ($85.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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