Advisory Resource Group Energy Sector Spdr Transaction History

Advisory Resource Group

  • $396 Million
  • Q1 2024

A detailed history of Advisory Resource Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Advisory Resource Group holds 2,971 shares of XLE stock, worth $270,747. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,971
Previous 3,935 24.5%
Holding current value
$270,747
Previous $329,000 14.89%
% of portfolio
0.07%
Previous 0.09%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 17, 2024
SELL
$79.91 - $94.41 $77,033 - $91,011
-964 Reduced 24.5%
2,971 $280,000
Q3 2023

Dec 05, 2023
SELL
$79.09 - $93.36 $16,450 - $19,418
-208 Reduced 5.02%
3,935 $355,000
Q2 2023

Jul 11, 2023
SELL
$76.59 - $87.23 $2,527 - $2,878
-33 Reduced 0.79%
4,143 $336,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $1,000 - $1,210
13 Added 0.31%
4,176 $345,000
Q3 2022

Oct 11, 2022
SELL
N/A
-211 Reduced 4.82%
4,163 $300,000
Q2 2022

Jul 21, 2022
SELL
N/A
-37,508 Reduced 89.56%
4,374 $313,000
Q1 2022

Apr 06, 2022
BUY
N/A
6,005 Added 16.74%
41,882 $3.2 Million
Q4 2021

Feb 08, 2022
BUY
N/A
5,527 Added 18.21%
35,877 $2.37 Million
Q3 2021

Oct 26, 2021
BUY
N/A
2,856 Added 10.39%
30,350 $1.58 Million
Q2 2021

Aug 19, 2021
BUY
N/A
292 Added 1.07%
27,494 $1.48 Million
Q1 2021

May 24, 2021
SELL
N/A
-6,612 Reduced 19.55%
27,202 $1.34 Million
Q4 2020

Feb 23, 2021
BUY
N/A
365 Added 1.09%
33,814 $1.28 Million
Q3 2020

Dec 09, 2020
SELL
N/A
-3,624 Reduced 9.78%
33,449 $1 Million
Q2 2020

Aug 19, 2020
SELL
N/A
-4,438 Reduced 10.69%
37,073 $1.4 Million
Q1 2020

May 27, 2020
BUY
N/A
18,476 Added 80.21%
41,511 $1.21 Million
Q4 2019

Feb 12, 2020
BUY
N/A
618 Added 2.76%
23,035 $1.38 Million
Q3 2019

Nov 19, 2019
SELL
N/A
-6,697 Reduced 23.0%
22,417 $1.33 Million
Q2 2019

Aug 15, 2019
BUY
N/A
12,798 Added 78.44%
29,114 $1.86 Million
Q1 2019

May 20, 2019
BUY
N/A
1,041 Added 6.82%
16,316 $1.04 Million
Q4 2018

Feb 12, 2019
BUY
N/A
15,275 New
15,275 $876,000

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Advisory Resource Group Portfolio

Follow Advisory Resource Group 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 Advisory Resource Group, based on Form 13F filings with the SEC.

News

Stay updated on Advisory Resource Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email