Capital Insight Partners, LLC Energy Sector Spdr Transaction History

Capital Insight Partners, LLC

$568 Million
Q1 2025

A detailed history of Capital Insight Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Capital Insight Partners, LLC holds 121,673 shares of XLE stock, worth $10 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

121,673

Previous 113,993 6.74%

Holding current value

$10 Million

Previous $9.76 Million 16.45%

% of portfolio

2.0%

Previous 1.7%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.7 - $93.96 $658,176 - $721,612	7,680 Added 6.74%	121,673 $11.4 Million
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $456,343 - $532,747	5,477 Added 5.05%	113,993 $9.76 Million
Q3 2024 Oct 09, 2024	BUY	$84.35 - $93.39 $592,643 - $656,158	7,026 Added 6.92%	108,516 $9.53 Million
Q2 2024 Jul 24, 2024	BUY	$88.04 - $98.08 $251,354 - $280,018	2,855 Added 2.89%	101,490 $9.25 Million
Q1 2024 Apr 16, 2024	BUY	$79.91 - $94.41 $300,221 - $354,698	3,757 Added 3.96%	98,635 $9.31 Million
Q4 2023 Jan 24, 2024	BUY	$81.2 - $91.96 $271,370 - $307,330	3,342 Added 3.65%	94,878 $7.95 Million
Q3 2023 Oct 30, 2023	BUY	$79.09 - $93.36 $244,862 - $289,042	3,096 Added 3.5%	91,536 $8.27 Million
Q2 2023 Jul 21, 2023	BUY	$76.59 - $87.23 $251,368 - $286,288	3,282 Added 3.85%	88,440 $7.18 Million
Q1 2023 Apr 27, 2023	BUY	$76.97 - $93.11 $184,728 - $223,464	2,400 Added 2.9%	85,158 $7.05 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $2.02 Million - $2.5 Million	26,584 Added 47.32%	82,758 $7.24 Million
Q3 2022 Oct 20, 2022	SELL	$67.49 - $84.09 $627,994 - $782,457	-9,305 Reduced 14.21%	56,174 $4.05 Million
Q2 2022 Jul 20, 2022	SELL	$70.66 - $92.28 $82,813 - $108,152	-1,172 Reduced 1.76%	65,479 $4.68 Million
Q1 2022 Apr 21, 2022	SELL	$57.22 - $78.75 $218,408 - $300,588	-3,817 Reduced 5.42%	66,651 $5.1 Million
Q4 2021 Jan 20, 2022	BUY	$53.01 - $59.14 $45,906 - $51,215	866 Added 1.24%	70,468 $3.91 Million
Q3 2021 Oct 13, 2021	BUY	$45.79 - $54.81 $64,060 - $76,679	1,399 Added 2.05%	69,602 $3.63 Million
Q2 2021 Aug 02, 2021	BUY	$47.07 - $56.19 $62,885 - $75,069	1,336 Added 2.0%	68,203 $3.67 Million
Q1 2021 Apr 20, 2021	BUY	$37.96 - $53.57 $58,610 - $82,712	1,544 Added 2.36%	66,867 $3.28 Million
Q4 2020 Feb 02, 2021	BUY	$27.71 - $41.6 $16,986 - $25,500	613 Added 0.95%	65,323 $2.48 Million
Q3 2020 Nov 04, 2020	BUY	$29.95 - $38.58 $415,017 - $534,603	13,857 Added 27.25%	64,710 $1.94 Million
Q2 2020 Jul 15, 2020	BUY	$27.62 - $46.86 $340,195 - $577,174	12,317 Added 31.96%	50,853 $1.93 Million
Q1 2020 Apr 14, 2020	BUY	$23.57 - $60.87 $908,293 - $2.35 Million	38,536 New	38,536 $1.12 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Insight Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Insight Partners, LLC with notifications on news.

Account

Capital Insight Partners, LLC Energy Sector Spdr Transaction History