Comprehensive Financial Consultants Institutional, Inc. Energy Sector Spdr Transaction History

Comprehensive Financial Consultants Institutional, Inc.

  • $254 Million
  • Q4 2024

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 5,576 shares of XLE stock, worth $453,830. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,576
Previous 5,031 10.83%
Holding current value
$453,830
Previous $441,000 8.16%
% of portfolio
0.19%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $45,409 - $53,012
545 Added 10.83%
5,576 $477,000
Q3 2024

Oct 31, 2024
SELL
$84.35 - $93.39 $40,994 - $45,387
-486 Reduced 8.81%
5,031 $441,000
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $14,702 - $16,379
167 Added 3.12%
5,517 $502,000
Q1 2024

May 02, 2024
SELL
$79.91 - $94.41 $62,169 - $73,450
-778 Reduced 12.7%
5,350 $505,000
Q4 2023

Jan 24, 2024
SELL
$81.2 - $91.96 $17,701 - $20,047
-218 Reduced 3.44%
6,128 $513,000
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $272,702 - $321,905
3,448 Added 118.98%
6,346 $573,000
Q2 2023

Jul 24, 2023
SELL
$76.59 - $87.23 $4,978 - $5,669
-65 Reduced 2.19%
2,898 $235,000
Q1 2023

Apr 19, 2023
SELL
$76.97 - $93.11 $312,267 - $377,747
-4,057 Reduced 57.79%
2,963 $245,000
Q4 2022

Jan 30, 2023
SELL
$76.09 - $94.08 $11,717 - $14,488
-154 Reduced 2.15%
7,020 $614,000
Q2 2022

Aug 09, 2022
SELL
$70.66 - $92.28 $11,093 - $14,487
-157 Reduced 2.14%
7,174 $494,000
Q1 2022

May 11, 2022
SELL
$57.22 - $78.75 $3,547 - $4,882
-62 Reduced 0.84%
7,331 $608,000
Q4 2021

Mar 10, 2022
BUY
$53.01 - $59.14 $391,902 - $437,222
7,393 New
7,393 $509,000

Others Institutions Holding XLE

# of Institutions
2,185
Shares Held
232M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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