Benchmark Investment Advisors LLC Energy Sector Spdr Transaction History

Benchmark Investment Advisors LLC

$126 Million
Q1 2024

A detailed history of Benchmark Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 2,735 shares of XLE stock, worth $250,334. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,735

Previous 5,215 47.56%

Holding current value

$250,334

Previous $437,000 40.96%

% of portfolio

0.2%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $198,176 - $234,136	-2,480 Reduced 47.56%	2,735 $258,000
Q4 2023 May 15, 2024	SELL	$81.2 - $91.96 $8.79 Million - $9.95 Million	-108,207 Reduced 95.4%	5,215 $437,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $8.61 Million - $9.75 Million	106,049 Added 1438.34%	113,422 $9.51 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $22,936 - $27,074	290 Added 4.09%	7,373 $666,000
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $83,100 - $94,644	-1,085 Reduced 13.28%	7,083 $574,000

Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $149,244 - $180,540	-1,939 Reduced 19.18%	8,168 $676,000
Q4 2022 Feb 21, 2023	BUY	$82.68 - $94.08 $5,291 - $6,021	64 Added 0.64%	10,107 $884,000
Q3 2022 Nov 14, 2022	SELL	N/A	-5,977 Reduced 37.31%	10,043 $723,000
Q2 2022 Aug 08, 2022	BUY	N/A	8,680 Added 118.26%	16,020 $1.15 Million
Q1 2022 May 16, 2022	SELL	N/A	-9,182 Reduced 55.57%	7,340 $561,000
Q4 2021 Feb 16, 2022	BUY	N/A	16,522 New	16,522 $917,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Benchmark Investment Advisors LLC Energy Sector Spdr Transaction History