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 $384,781. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,994
Previous 4,094 2.44%
Holding current value
$384,781
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
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