Creative Planning Energy Sector Spdr Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Energy Sector Spdr stock. As of the latest transaction made, Creative Planning holds 191,306 shares of XLE stock, worth $17.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
191,306
Previous 206,021 7.14%
Holding current value
$17.4 Million
Previous $17.3 Million 4.57%
% of portfolio
0.02%
Previous 0.02%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $1.18 Million - $1.39 Million
-14,715 Reduced 7.14%
191,306 $18.1 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $2.97 Million - $3.36 Million
36,528 Added 21.55%
206,021 $17.3 Million
Q3 2023

Nov 16, 2023
BUY
$79.09 - $93.36 $2.73 Million - $3.22 Million
34,498 Added 25.56%
169,493 $15.3 Million
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $1.27 Million - $1.44 Million
-16,534 Reduced 10.91%
134,995 $11 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $1.03 Million - $1.24 Million
13,321 Added 9.64%
151,529 $12.6 Million
Q4 2022

Feb 10, 2023
BUY
$82.68 - $94.08 $568,176 - $646,517
6,872 Added 5.23%
138,208 $12.1 Million
Q3 2022

Nov 03, 2022
BUY
N/A
4,892 Added 3.87%
131,336 $9.46 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-11,478 Reduced 8.32%
126,444 $9.04 Million
Q1 2022

May 16, 2022
BUY
N/A
14,529 Added 11.77%
137,922 $10.5 Million
Q4 2021

Feb 11, 2022
BUY
N/A
10,108 Added 8.92%
123,393 $6.85 Million
Q3 2021

Nov 10, 2021
BUY
N/A
11,120 Added 10.88%
113,285 $5.9 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-7,751 Reduced 7.05%
102,165 $5.5 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-5,175 Reduced 4.5%
109,916 $5.39 Million
Q4 2020

Jan 29, 2021
SELL
N/A
-6,894 Reduced 5.65%
115,091 $4.36 Million
Q3 2020

Nov 05, 2020
BUY
N/A
24,578 Added 25.23%
121,985 $3.65 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-58,693 Reduced 37.6%
97,407 $3.69 Million
Q1 2020

May 05, 2020
SELL
N/A
-99,046 Reduced 38.82%
156,100 $4.54 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-81,319 Reduced 24.17%
255,146 $15.3 Million
Q3 2019

Nov 01, 2019
SELL
N/A
-110,713 Reduced 24.76%
336,465 $19.9 Million
Q2 2019

Jul 26, 2019
SELL
N/A
-844,660 Reduced 65.38%
447,178 $28.5 Million
Q1 2019

Apr 24, 2019
SELL
N/A
-502,685 Reduced 28.01%
1,291,838 $85.4 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-827 Reduced 0.05%
1,794,523 $103 Million
Q4 2018

Feb 01, 2019
SELL
N/A
-820,314 Reduced 31.36%
1,795,350 $103 Million
Q3 2018

Oct 25, 2018
SELL
N/A
-868,031 Reduced 24.92%
2,615,664 $198 Million
Q2 2018

Jul 20, 2018
SELL
N/A
-898,614 Reduced 20.51%
3,483,695 $265 Million
Q1 2018

Apr 18, 2018
SELL
N/A
-1,137,223 Reduced 20.6%
4,382,309 $295 Million
Q4 2017

Jan 17, 2018
SELL
N/A
-153,330 Reduced 2.7%
5,519,532 $399 Million
Q3 2017

Oct 17, 2017
BUY
N/A
5,672,862
5,672,862 $388 Million

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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