A detailed history of Aveo Capital Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aveo Capital Partners, LLC holds 167,634 shares of XLE stock, worth $15.3 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
167,634
Previous 140,792 19.07%
Holding current value
$15.3 Million
Previous $11.8 Million 34.07%
% of portfolio
1.79%
Previous 1.47%

Shares

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

May 06, 2024

BUY
$79.91 - $94.41 $2.14 Million - $2.53 Million
26,842 Added 19.07%
167,634 $15.8 Million
Q4 2023

Feb 06, 2024

BUY
$81.2 - $91.96 $1.12 Million - $1.27 Million
13,805 Added 10.87%
140,792 $11.8 Million
Q3 2023

Nov 06, 2023

SELL
$79.09 - $93.36 $15,422 - $18,205
-195 Reduced 0.15%
126,987 $11.5 Million
Q2 2023

Aug 08, 2023

SELL
$76.59 - $87.23 $862,862 - $982,733
-11,266 Reduced 8.14%
127,182 $10.3 Million
Q1 2023

May 03, 2023

BUY
$76.97 - $93.11 $316,192 - $382,495
4,108 Added 3.06%
138,448 $11.5 Million
Q4 2022

Feb 03, 2023

BUY
$82.68 - $94.08 $936,020 - $1.07 Million
11,321 Added 9.2%
134,340 $11.8 Million
Q3 2022

Nov 09, 2022

SELL
N/A
-25,714 Reduced 17.29%
123,019 $8.86 Million
Q2 2022

Aug 05, 2022

BUY
N/A
16,309 Added 12.32%
148,733 $10.6 Million
Q1 2022

May 13, 2022

BUY
N/A
12,832 Added 10.73%
132,424 $10.1 Million
Q4 2021

Feb 11, 2022

BUY
N/A
14,764 Added 14.08%
119,592 $6.64 Million
Q3 2021

Nov 12, 2021

SELL
N/A
-154 Reduced 0.15%
104,828 $5.46 Million
Q2 2021

Aug 13, 2021

BUY
N/A
2,337 Added 2.28%
104,982 $5.66 Million
Q1 2021

May 11, 2021

BUY
N/A
68,920 Added 204.36%
102,645 $5.04 Million
Q4 2020

Feb 10, 2021

SELL
N/A
-2,646 Reduced 7.28%
33,725 $1.28 Million
Q3 2020

Nov 13, 2020

BUY
N/A
9,017 Added 32.96%
36,371 $1.09 Million
Q2 2020

Aug 12, 2020

BUY
N/A
2,237 Added 8.91%
27,354 $1.04 Million
Q1 2020

May 05, 2020

BUY
N/A
2,389 Added 10.51%
25,117 $730,000
Q4 2019

Feb 06, 2020

SELL
N/A
-1,609 Reduced 6.61%
22,728 $1.37 Million
Q3 2019

Nov 07, 2019

SELL
N/A
-491 Reduced 1.98%
24,337 $1.49 Million
Q2 2019

Aug 06, 2019

BUY
N/A
394 Added 1.61%
24,828 $1.58 Million
Q1 2019

May 07, 2019

BUY
N/A
24,434 New
24,434 $1.62 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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