A detailed history of Advisors Management Group Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Advisors Management Group Inc holds 18,836 shares of XLE stock, worth $1.59 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
18,836
Previous 18,774 0.33%
Holding current value
$1.59 Million
Previous $1.71 Million 3.33%
% of portfolio
0.39%
Previous 0.43%

Shares

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

Oct 31, 2024

BUY
$84.35 - $93.39 $5,229 - $5,790
62 Added 0.33%
18,836 $1.65 Million
Q2 2024

Jul 31, 2024

BUY
$88.04 - $98.08 $2,553 - $2,844
29 Added 0.15%
18,774 $1.71 Million
Q1 2024

Apr 26, 2024

BUY
$79.91 - $94.41 $317,961 - $375,657
3,979 Added 26.95%
18,745 $1.77 Million
Q4 2023

Jan 26, 2024

BUY
$81.2 - $91.96 $1,055 - $1,195
13 Added 0.09%
14,766 $1.24 Million
Q3 2023

Oct 17, 2023

SELL
$79.09 - $93.36 $35,432 - $41,825
-448 Reduced 2.95%
14,753 $1.33 Million
Q2 2023

Jul 19, 2023

SELL
$76.59 - $87.23 $39,826 - $45,359
-520 Reduced 3.31%
15,201 $1.23 Million
Q1 2023

Apr 26, 2023

BUY
$76.97 - $93.11 $48,798 - $59,031
634 Added 4.2%
15,721 $1.3 Million
Q4 2022

Feb 03, 2023

SELL
$76.09 - $94.08 $81,872 - $101,230
-1,076 Reduced 6.66%
15,087 $1.32 Million
Q3 2022

Oct 21, 2022

SELL
$67.49 - $84.09 $13,093 - $16,313
-194 Reduced 1.19%
16,163 $1.16 Million
Q2 2022

Aug 03, 2022

BUY
$70.66 - $92.28 $19,996 - $26,115
283 Added 1.76%
16,357 $1.17 Million
Q1 2022

Apr 20, 2022

SELL
$57.22 - $78.75 $21,457 - $29,531
-375 Reduced 2.28%
16,074 $1.23 Million
Q4 2021

Jan 31, 2022

SELL
$53.01 - $59.14 $23,006 - $25,666
-434 Reduced 2.57%
16,449 $913,000
Q3 2021

Oct 28, 2021

BUY
$45.79 - $54.81 $62,365 - $74,651
1,362 Added 8.78%
16,883 $879,000
Q2 2021

Jul 21, 2021

BUY
$47.07 - $56.19 $347,188 - $414,457
7,376 Added 90.56%
15,521 $836,000
Q1 2021

Apr 14, 2021

BUY
$37.96 - $53.57 $309,184 - $436,327
8,145 New
8,145 $400,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Advisors Management Group Inc Portfolio

Follow Advisors Management Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisors Management Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Advisors Management Group Inc with notifications on news.