A detailed history of Anchor Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Anchor Investment Management, LLC holds 3,459 shares of XLE stock, worth $301,278. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,459
Previous 3,309 4.53%
Holding current value
$301,278
Previous $277 Million 17.69%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2024

BUY
$79.91 - $94.41 $11,986 - $14,161
150 Added 4.53%
3,459 $327 Million
Q4 2023

Jan 02, 2024

BUY
$81.2 - $91.96 $268,690 - $304,295
3,309 New
3,309 $277 Million
Q3 2023

Jan 02, 2024

BUY
$79.09 - $93.36 $26,416 - $31,182
334 Added 12.03%
3,110 $281 Million
Q2 2023

Jan 02, 2024

SELL
$76.59 - $87.23 $765 - $872
-10 Reduced 0.36%
2,776 $225 Million
Q1 2023

Jan 02, 2024

SELL
$76.97 - $93.11 $7,697 - $9,311
-100 Reduced 3.47%
2,786 $231 Million
Q4 2022

Jan 02, 2024

SELL
$82.68 - $94.08 $34,973 - $39,795
-423 Reduced 12.78%
2,886 $252 Million
Q3 2022

Jan 02, 2024

SELL
N/A
-433 Reduced 13.09%
2,876 $207 Million
Q2 2022

Jan 02, 2024

BUY
N/A
47 Added 1.64%
2,907 $208 Million
Q1 2022

Jan 02, 2024

SELL
N/A
-43 Reduced 1.48%
2,860 $219 Million
Q4 2021

Jan 02, 2024

BUY
N/A
43 Added 1.5%
2,903 $161 Million
Q3 2021

Jan 02, 2024

SELL
N/A
-449 Reduced 13.57%
2,860 $149 Million
Q4 2020

Jan 02, 2024

BUY
N/A
1,900 Added 92.23%
3,960 $150 Million
Q3 2020

Jan 02, 2024

SELL
N/A
-1,249 Reduced 37.75%
2,060 $61.7 Million
Q2 2020

Jan 02, 2024

SELL
N/A
-582 Reduced 20.12%
2,310 $87.4 Million
Q1 2020

Jan 02, 2024

SELL
N/A
-300 Reduced 9.4%
2,892 $84 Million
Q4 2019

Jan 02, 2024

BUY
N/A
120 Added 3.91%
3,192 $192 Million
Q3 2019

Jan 02, 2024

SELL
N/A
-237 Reduced 7.16%
3,072 $182 Million
Q2 2019

Jan 02, 2024

BUY
N/A
100 Added 3.22%
3,209 $204 Million
Q1 2019

Jan 02, 2024

BUY
N/A
2,650 Added 577.34%
3,109 $206 Million
Q3 2018

Jan 02, 2024

SELL
N/A
-2,850 Reduced 86.13%
459 $34.8 Million
Q2 2018

Jan 03, 2024

SELL
N/A
-2,850 Reduced 86.13%
459 $34.9 Million
Q4 2017

Jan 03, 2024

BUY
N/A
209 Added 83.6%
459 $33.2 Million
Q2 2017

Jan 03, 2024

SELL
N/A
-3,059 Reduced 92.44%
250 $16.2 Million
Q1 2017

Jan 03, 2024

BUY
N/A
50 Added 25.0%
250 $17.5 Million
Q2 2016

Jan 03, 2024

SELL
N/A
-3,109 Reduced 93.96%
200 $13.6 Million
Q1 2016

Jan 03, 2024

SELL
N/A
-3,109
200 $12.4 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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