M3 Advisory Group, LLC XLE Holdings History
M3 Advisory Group, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, M3 Advisory Group, LLC held 39,791.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.72 Mil. This investment constitutes 2.94% of their stock portfolio, and M3 Advisory Group, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 5 purchases of XLE, at an average price of $86.11, for a total of 39,791.00 shares. Based on historical transaction data and XLE's current price of $87.03, M3 Advisory Group, LLC's estimated gain on his XLE holdings is $36,596.04, reflecting a 1.07% gain to date.
M3 Advisory Group, LLC XLE ($87.03) Holding Chart
M3 Advisory Group, LLC XLE ($87.03) 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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