Advance Capital Management, Inc. Energy Sector Spdr Transaction History

Advance Capital Management, Inc.

$1.66 Billion
Q1 2025

A detailed history of Advance Capital Management, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Advance Capital Management, Inc. holds 5,269 shares of XLE stock, worth $487,013. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,269

Previous 5,210 1.13%

Holding current value

$487,013

Previous $446,000 9.19%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$85.7 - $93.96 $5,056 - $5,543	59 Added 1.13%	5,269 $487,000
Q4 2024 Jan 06, 2025	BUY	$83.32 - $97.27 $16,664 - $19,454	200 Added 3.99%	5,210 $446,000
Q3 2024 Oct 07, 2024	SELL	$84.35 - $93.39 $67,986 - $75,272	-806 Reduced 13.86%	5,010 $439,000
Q2 2024 Jul 08, 2024	BUY	$88.04 - $98.08 $136,550 - $152,122	1,551 Added 36.37%	5,816 $530,000
Q1 2024 Apr 04, 2024	BUY	$79.91 - $94.41 $59,692 - $70,524	747 Added 21.23%	4,265 $402,000
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $19,731 - $22,346	243 Added 7.42%	3,518 $294,000
Q3 2023 Oct 13, 2023	SELL	$79.09 - $93.36 $4,982 - $5,881	-63 Reduced 1.89%	3,275 $296,000
Q2 2023 Jul 03, 2023	BUY	$76.59 - $87.23 $255,657 - $291,173	3,338 New	3,338 $270,000

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

58M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Advance Capital Management, Inc. Energy Sector Spdr Transaction History