Sunbeam Capital Management, LLC XLE Holdings History
Sunbeam Capital Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Sunbeam Capital Management, LLC held 12,409.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.05 Mil. This investment constitutes 0.8% of their stock portfolio, and Sunbeam Capital Management, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $89.47 for 6,585.00 shares. Based on historical transaction data and XLE's current price of $86.81, Sunbeam Capital Management, LLC's estimated gain on his XLE holdings is $-60,163.06, reflecting a -3.48% gain to date.
Sunbeam Capital Management, LLC XLE ($86.81) Holding Chart
Sunbeam Capital Management, LLC 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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