A detailed history of Clearstead Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 11,891 shares of XLE stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,891
Previous 13,215 10.02%
Holding current value
$1.13 Million
Previous $1.2 Million 13.29%
% of portfolio
0.02%
Previous 0.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.35 - $93.39 $111,679 - $123,648
-1,324 Reduced 10.02%
11,891 $1.04 Million
Q2 2024

Aug 09, 2024

BUY
$88.04 - $98.08 $519,436 - $578,672
5,900 Added 80.66%
13,215 $1.2 Million
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $33,801 - $39,935
-423 Reduced 5.47%
7,315 $690,000
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $64,148 - $72,648
790 Added 11.37%
7,738 $648,000
Q3 2023

Nov 07, 2023

SELL
$79.09 - $93.36 $45,081 - $53,215
-570 Reduced 7.58%
6,948 $628,000
Q2 2023

Aug 07, 2023

BUY
$76.59 - $87.23 $91,601 - $104,327
1,196 Added 18.92%
7,518 $610,000
Q1 2023

May 09, 2023

SELL
$76.97 - $93.11 $12,007 - $14,525
-156 Reduced 2.41%
6,322 $523,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $32,414 - $40,078
426 Added 7.04%
6,478 $566,000
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $331,983 - $413,638
4,919 Added 434.16%
6,052 $436,000
Q2 2022

Aug 12, 2022

SELL
$70.66 - $92.28 $19,572 - $25,561
-277 Reduced 19.65%
1,133 $81,000
Q4 2021

Feb 14, 2022

SELL
$53.01 - $59.14 $22,264 - $24,838
-420 Reduced 22.95%
1,410 $78,000
Q3 2021

Nov 12, 2021

BUY
$45.79 - $54.81 $44,187 - $52,891
965 Added 111.56%
1,830 $95,000
Q2 2021

Aug 12, 2021

SELL
$47.07 - $56.19 $24,664 - $29,443
-524 Reduced 37.72%
865 $47,000
Q1 2021

May 14, 2021

BUY
$37.96 - $53.57 $7,705 - $10,874
203 Added 17.12%
1,389 $68,000
Q4 2020

Feb 11, 2021

BUY
$27.71 - $41.6 $23,913 - $35,900
863 Added 267.18%
1,186 $45,000
Q3 2020

Nov 12, 2020

SELL
$29.95 - $38.58 $61,307 - $78,973
-2,047 Reduced 86.37%
323 $10,000
Q2 2020

Aug 11, 2020

SELL
$27.62 - $46.86 $11,876 - $20,149
-430 Reduced 15.36%
2,370 $90,000
Q1 2020

May 14, 2020

BUY
$23.57 - $60.87 $65,996 - $170,436
2,800 New
2,800 $81,000
Q3 2019

Nov 12, 2019

SELL
$59.2 - $63.13 $270,129 - $288,062
-4,563 Closed
0 $0
Q4 2018

Feb 11, 2019

SELL
N/A
-2,682 Reduced 37.02%
4,563 $262,000
Q2 2018

Aug 07, 2018

BUY
N/A
100 Added 1.4%
7,245 $550,000
Q1 2018

May 14, 2018

SELL
N/A
-619 Reduced 7.97%
7,145 $482,000
Q4 2017

Feb 09, 2018

BUY
N/A
7,764
7,764 $561,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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