Fielder Capital Group LLC XLE Holdings History
Number of Shares
134,125.00
Current Holdings Value*
$12.53 Mil
% of Portfolio
3.62%
Total Estimate Gain
$143,596.32
% of Total Estimate Gain
1.24%
Fielder Capital Group LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Fielder Capital Group LLC held 134,125.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $12.53 Mil. This investment constitutes 3.62% of their stock portfolio, and Fielder Capital Group LLC now holds 0.04% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then Fielder Capital Group LLC has made 5 purchases of XLE, at an average price of $86.36, for a total of 134,125.00 shares. Based on historical transaction data and XLE's current price of $87.43, Fielder Capital Group LLC's estimated gain on his XLE holdings is $143,596.32, reflecting a 1.24% gain to date.
Fielder Capital Group LLC XLE ($87.43) Holding Chart
Fielder Capital Group LLC XLE ($87.43) 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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