A detailed history of Clear Point Advisors Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Clear Point Advisors Inc. holds 470 shares of XLE stock, worth $45,716. This represents 0.03% of its overall portfolio holdings.

Number of Shares
470
Previous 466 0.86%
Holding current value
$45,716
Previous $42.5 Million 2.88%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$84.35 - $93.39 $337 - $373
4 Added 0.86%
470 $41.3 Million
Q2 2024

Aug 14, 2024

BUY
$88.04 - $98.08 $264 - $294
3 Added 0.65%
466 $42.5 Million
Q1 2024

May 15, 2024

BUY
$79.91 - $94.41 $319 - $377
4 Added 0.87%
463 $43.7 Million
Q4 2023

May 15, 2024

BUY
$81.2 - $91.96 $37,270 - $42,209
459 New
459 $38.5 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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