Capital Advisors Inc Energy Sector Spdr Transaction History

Capital Advisors Inc

  • $4.91 Billion
  • Q1 2025

A detailed history of Capital Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Capital Advisors Inc holds 5,607 shares of XLE stock, worth $457,138. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,607
Previous 6,162 9.01%
Holding current value
$457,138
Previous $527,000 0.76%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$85.7 - $93.96 $47,563 - $52,147
-555 Reduced 9.01%
5,607 $523,000
Q4 2024

Jan 29, 2025
BUY
$83.32 - $97.27 $17,913 - $20,913
215 Added 3.62%
6,162 $527,000
Q3 2024

Oct 28, 2024
BUY
$84.35 - $93.39 $337 - $373
4 Added 0.07%
5,947 $522,000
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $44,460 - $49,530
505 Added 9.29%
5,943 $541,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $434,550 - $513,401
5,438 New
5,438 $513,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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