Almanack Investment Partners, Llc. Energy Sector Spdr Transaction History

Almanack Investment Partners, Llc.

$498 Million
Q1 2025

A detailed history of Almanack Investment Partners, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Almanack Investment Partners, Llc. holds 65,223 shares of XLE stock, worth $5.36 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

65,223

Previous 66,845 2.43%

Holding current value

$5.36 Million

Previous $5.73 Million 6.46%

% of portfolio

1.22%

Previous 0.95%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$85.7 - $93.96 $139,005 - $152,403	-1,622 Reduced 2.43%	65,223 $6.1 Million
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $213,215 - $248,913	2,559 Added 3.98%	66,845 $5.73 Million
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $67,986 - $75,272	-806 Reduced 1.24%	64,286 $5.64 Million
Q2 2024 Aug 09, 2024	SELL	$88.04 - $98.08 $243,078 - $270,798	-2,761 Reduced 4.07%	65,092 $5.93 Million
Q1 2024 May 01, 2024	BUY	$79.91 - $94.41 $475,464 - $561,739	5,950 Added 9.61%	67,853 $6.41 Million
Q4 2023 Feb 07, 2024	SELL	$81.2 - $91.96 $994,618 - $1.13 Million	-12,249 Reduced 16.52%	61,903 $5.19 Million
Q3 2023 Oct 05, 2023	SELL	$79.09 - $93.36 $583,763 - $689,090	-7,381 Reduced 9.05%	74,152 $6.7 Million
Q2 2023 Aug 07, 2023	SELL	$76.59 - $87.23 $489,716 - $557,748	-6,394 Reduced 7.27%	81,533 $6.62 Million
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $78,278 - $94,692	1,017 Added 1.17%	87,927 $7.28 Million
Q4 2022 Feb 08, 2023	BUY	$76.09 - $94.08 $6.61 Million - $8.18 Million	86,910 New	86,910 $7.6 Million
Q2 2022 Aug 12, 2022	BUY	$70.66 - $92.28 $1.76 Million - $2.3 Million	24,919 Added 10.96%	252,336 $18 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $2.27 Million - $3.13 Million	39,732 Added 21.17%	227,417 $17.4 Million
Q4 2021 Feb 11, 2022	BUY	$53.01 - $59.14 $1.2 Million - $1.34 Million	22,666 Added 13.74%	187,685 $10.4 Million
Q3 2021 Nov 04, 2021	BUY	$45.79 - $54.81 $7.2 Million - $8.62 Million	157,333 Added 2047.01%	165,019 $8.6 Million
Q2 2021 Aug 04, 2021	BUY	$47.07 - $56.19 $361,780 - $431,876	7,686 New	7,686 $414,000
Q3 2018 Nov 13, 2018	SELL	N/A	-66,624 Closed	0 $0
Q2 2018 Aug 15, 2018	BUY	N/A	66,624 New	66,624 $5.06 Million

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Almanack Investment Partners, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Almanack Investment Partners, Llc. with notifications on news.

Account

Almanack Investment Partners, Llc. Energy Sector Spdr Transaction History