Brendel Financial Advisors LLC Energy Sector Spdr Transaction History

Brendel Financial Advisors LLC

  • $157 Million
  • Q2 2024

A detailed history of Brendel Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 8,502 shares of XLE stock, worth $792,386. This represents 0.49% of its overall portfolio holdings.

Number of Shares
8,502
Previous 8,358 1.72%
Holding current value
$792,386
Previous $789,000 1.77%
% of portfolio
0.49%
Previous 0.9%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$88.04 - $98.08 $12,677 - $14,123
144 Added 1.72%
8,502 $775,000
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $34,840 - $41,162
436 Added 5.5%
8,358 $789,000
Q4 2023

Feb 01, 2024
SELL
$81.2 - $91.96 $12,180 - $13,793
-150 Reduced 1.86%
7,922 $664,000
Q3 2023

Oct 12, 2023
SELL
$79.09 - $93.36 $19,218 - $22,686
-243 Reduced 2.92%
8,072 $730,000
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $357,675 - $407,364
-4,670 Reduced 35.96%
8,315 $675,000
Q1 2023

Apr 06, 2023
BUY
$76.97 - $93.11 $52,416 - $63,407
681 Added 5.53%
12,985 $1.08 Million
Q4 2022

Jan 20, 2023
BUY
$76.09 - $94.08 $147,005 - $181,762
1,932 Added 18.63%
12,304 $1.08 Million
Q3 2022

Oct 11, 2022
BUY
$67.49 - $84.09 $61,888 - $77,110
917 Added 9.7%
10,372 $747,000
Q2 2022

Jul 26, 2022
SELL
$70.66 - $92.28 $559,697 - $730,949
-7,921 Reduced 45.59%
9,455 $676,000
Q1 2022

May 10, 2022
SELL
$57.22 - $78.75 $365,635 - $503,212
-6,390 Reduced 26.89%
17,376 $1.33 Million
Q4 2021

Feb 10, 2022
SELL
$53.01 - $59.14 $85,293 - $95,156
-1,609 Reduced 6.34%
23,766 $1.32 Million
Q3 2021

Oct 26, 2021
BUY
$45.79 - $54.81 $1.16 Million - $1.39 Million
25,375 New
25,375 $1.32 Million

Others Institutions Holding XLE

# of Institutions
2,060
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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