Lebenthal Global Advisors, LLC XLE Holdings History
Lebenthal Global Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 11,334.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.06 Mil. This investment constitutes 0.2% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q4. And since then Lebenthal Global Advisors, LLC has made 8 purchases of XLE, at an average price of $85.25, for a total of 382,023.00 shares. In addition, there have been 7 sales at an average price of $90.04 for 370,689.00 shares. Based on historical transaction data and XLE's current price of $85.96, Lebenthal Global Advisors, LLC's estimated gain on his XLE holdings is $1.78 Mil, reflecting a 5.47% gain to date.
Lebenthal Global Advisors, LLC XLE ($85.96) Holding Chart
Lebenthal Global Advisors, LLC XLE ($85.96) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
