A detailed history of Advisor Partners Ii, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Advisor Partners Ii, LLC holds 5,794 shares of XLE stock, worth $489,998. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,794
Previous 2,657 118.07%
Holding current value
$489,998
Previous $215,000 143.26%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

BUY
$79.09 - $93.36 $248,105 - $292,870
3,137 Added 118.07%
5,794 $523,000
Q2 2023

Aug 10, 2023

BUY
$76.59 - $87.23 $203,499 - $231,770
2,657 New
2,657 $215,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $185,963 - $229,931
2,444 New
2,444 $213,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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