A detailed history of Aspen Investment Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Aspen Investment Management Inc holds 3,994 shares of XLE stock, worth $336,174. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,994
Previous 4,094 2.44%
Holding current value
$336,174
Previous $373,000 5.9%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Nov 08, 2024

SELL
$84.35 - $93.39 $8,435 - $9,339
-100 Reduced 2.44%
3,994 $351,000
Q1 2024

Apr 26, 2024

SELL
$79.91 - $94.41 $40,754 - $48,149
-510 Reduced 11.08%
4,094 $387,000
Q3 2023

Nov 01, 2023

SELL
$79.09 - $93.36 $5,536 - $6,535
-70 Reduced 1.5%
4,604 $416,000
Q2 2023

Jul 28, 2023

SELL
$76.59 - $87.23 $106,153 - $120,900
-1,386 Reduced 22.87%
4,674 $379,000
Q1 2023

May 16, 2023

BUY
$76.97 - $93.11 $73,121 - $88,454
950 Added 18.59%
6,060 $502,000
Q4 2022

Feb 06, 2023

SELL
$76.09 - $94.08 $38,425 - $47,510
-505 Reduced 8.99%
5,110 $447,000
Q3 2022

Nov 09, 2022

SELL
$67.49 - $84.09 $9,583 - $11,940
-142 Reduced 2.47%
5,615 $404,000
Q2 2022

Aug 15, 2022

BUY
$70.66 - $92.28 $42,537 - $55,552
602 Added 11.68%
5,757 $412,000
Q1 2022

May 11, 2022

BUY
$57.22 - $78.75 $294,969 - $405,956
5,155 New
5,155 $394,000
Q3 2021

Dec 06, 2021

SELL
$45.79 - $54.81 $419,940 - $502,662
-9,171 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$47.07 - $56.19 $431,678 - $515,318
9,171 New
9,171 $494,000
Q2 2019

Aug 12, 2019

SELL
N/A
-3,159 Closed
0 $0
Q1 2019

May 15, 2019

BUY
N/A
3,159 New
3,159 $209,000
Q4 2018

Feb 15, 2019

SELL
N/A
-3,209 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
N/A
-50 Reduced 1.53%
3,209 $243,000
Q2 2018

Aug 14, 2018

BUY
N/A
100 Added 3.17%
3,259 $247,000
Q1 2018

May 16, 2018

BUY
N/A
200 Added 6.76%
3,159 $213,000
Q3 2017

Nov 15, 2017

BUY
N/A
2,959
2,959 $203,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Aspen Investment Management Inc Portfolio

Follow Aspen Investment Management 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 Aspen Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Investment Management Inc with notifications on news.