A detailed history of Court Place Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Court Place Advisors, LLC holds 7,035 shares of XLE stock, worth $594,879. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,035
Previous 74,070 90.5%
Holding current value
$594,879
Previous $6.5 Million 90.51%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 23, 2024

SELL
$84.35 - $93.39 $5.65 Million - $6.26 Million
-67,035 Reduced 90.5%
7,035 $617,000
Q3 2024

Oct 23, 2024

BUY
$84.35 - $93.39 $5.65 Million - $6.26 Million
67,035 Added 952.88%
74,070 $6.5 Million
Q2 2024

Jul 31, 2024

SELL
$88.04 - $98.08 $266,321 - $296,692
-3,025 Reduced 30.07%
7,035 $641,000
Q1 2024

Apr 26, 2024

SELL
$79.91 - $94.41 $15,982 - $18,882
-200 Reduced 1.95%
10,060 $949,000
Q2 2023

Aug 01, 2023

SELL
$76.59 - $87.23 $34,465 - $39,253
-450 Reduced 4.2%
10,260 $832,000
Q1 2023

May 08, 2023

SELL
$76.97 - $93.11 $15,394 - $18,622
-200 Reduced 1.83%
10,710 $887,000
Q4 2021

Feb 14, 2022

SELL
$53.01 - $59.14 $6,096 - $6,801
-115 Reduced 1.04%
10,910 $606,000
Q3 2021

Nov 12, 2021

SELL
$45.79 - $54.81 $22,895 - $27,405
-500 Reduced 4.34%
11,025 $574,000
Q4 2020

Feb 16, 2021

BUY
$27.71 - $41.6 $319,357 - $479,440
11,525 New
11,525 $437,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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