Steele Capital Management, Inc. XLE Holdings History
Steele Capital Management, Inc.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Steele Capital Management, Inc. held 125,479.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $11.73 Mil. This investment constitutes 0.61% of their stock portfolio, and Steele Capital Management, Inc. 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 Steele Capital Management, Inc. has made 4 purchases of XLE, at an average price of $86.60, for a total of 126,303.00 shares. In addition, there have been 1 sales at an average price of $93.15 for 824.00 shares. Based on historical transaction data and XLE's current price of $85.30, Steele Capital Management, Inc.'s estimated gain on his XLE holdings is $-157,503.61, reflecting a -1.44% gain to date.
Steele Capital Management, Inc. XLE ($85.30) Holding Chart
Steele Capital Management, Inc. XLE ($85.30) 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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