A detailed history of Capital Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Capital Advisors Inc holds 5,947 shares of XLE stock, worth $500,558. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,947
Previous 5,943 0.07%
Holding current value
$500,558
Previous $541,000 3.51%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


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