Diversify Advisory Services, LLC Energy Sector Spdr Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 89,632 shares of XLE stock, worth $8.09 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
89,632
Previous 92,401 3.0%
Holding current value
$8.09 Million
Previous $8.34 Billion 5.03%
% of portfolio
0.44%
Previous 0.45%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$83.32 - $97.27 $230,713 - $269,340
-2,769 Reduced 3.0%
89,632 $7.92 Billion
Q3 2024

Oct 24, 2024
SELL
$84.35 - $93.39 $7.41 Million - $8.21 Million
-87,891 Reduced 48.75%
92,401 $8.34 Billion
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $6.47 Million - $7.21 Million
73,521 Added 68.86%
180,292 $16 Billion
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $8.53 Million - $10.1 Million
106,771 New
106,771 $10.2 Billion

Others Institutions Holding XLE

# of Institutions
2,084
Shares Held
235M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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