Number of Shares
13,194.00
Current Holdings Value*
$1.23 Mil
% of Portfolio
0.57%
Total Estimate Gain
$10,460.14
% of Total Estimate Gain
0.47%

Aspen Investment Management Inc's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Aspen Investment Management Inc held 13,194.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.23 Mil. This investment constitutes 0.57% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2018Q2. And since then Aspen Investment Management Inc has made 7 purchases of XLE, at an average price of $70.78, for a total of 31,496.00 shares. In addition, there have been 10 sales at an average price of $59.79 for 18,302.00 shares. Based on historical transaction data and XLE's current price of $86.81, Aspen Investment Management Inc's estimated gain on his XLE holdings is $10,460.14, reflecting a 0.47% gain to date.

Aspen Investment Management Inc XLE ($86.81) Holding Chart

Aspen Investment Management Inc XLE ($86.81) 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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