Crumly & Associates Inc. Energy Sector Spdr Transaction History

Crumly & Associates Inc.

  • $343 Million
  • Q1 2024

A detailed history of Crumly & Associates Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Crumly & Associates Inc. holds 63,406 shares of XLE stock, worth $5.78 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
63,406
Previous 66,331 4.41%
Holding current value
$5.78 Million
Previous $5.56 Million 7.64%
% of portfolio
1.75%
Previous 1.8%

Shares

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

May 01, 2024
SELL
$79.91 - $94.41 $233,736 - $276,149
-2,925 Reduced 4.41%
63,406 $5.99 Million
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $141,694 - $160,470
1,745 Added 2.7%
66,331 $5.56 Million
Q4 2023

Jan 29, 2024
SELL
$81.2 - $91.96 $4.91 Million - $5.56 Million
-60,438 Reduced 48.34%
64,586 $5.41 Million
Q3 2023

Nov 02, 2023
SELL
$79.09 - $93.36 $192,821 - $227,611
-2,438 Reduced 1.91%
125,024 $11.3 Million
Q2 2023

Jul 21, 2023
SELL
$76.59 - $87.23 $38,065 - $43,353
-497 Reduced 0.39%
127,462 $10.3 Million
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $68,349 - $82,681
888 Added 0.7%
127,959 $10.6 Million
Q4 2022

Mar 03, 2023
BUY
$82.68 - $94.08 $502,032 - $571,253
6,072 Added 5.02%
127,071 $11.1 Million
Q3 2022

Oct 25, 2022
SELL
N/A
-14,264 Reduced 10.55%
120,999 $0
Q2 2022

Aug 01, 2022
BUY
N/A
6,198 Added 4.8%
135,263 $9.67 Million
Q1 2022

May 02, 2022
SELL
N/A
-1,866 Reduced 1.43%
129,065 $0
Q4 2021

Feb 04, 2022
BUY
N/A
32,922 Added 33.59%
130,931 $8.88 Million
Q3 2021

Oct 20, 2021
BUY
N/A
13,915 Added 16.55%
98,009 $5.11 Million
Q2 2021

Aug 09, 2021
BUY
N/A
11,260 Added 15.46%
84,094 $4.53 Million
Q1 2021

Apr 27, 2021
BUY
N/A
72,834 New
72,834 $3.57 Million

Others Institutions Holding XLE

# of Institutions
2,028
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
Track This Portfolio

Track Crumly & Associates Inc. Portfolio

Follow Crumly & Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crumly & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crumly & Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email