Disciplined Investments, LLC Energy Sector Spdr Transaction History

Disciplined Investments, LLC

  • $181 Million
  • Q2 2024

A detailed history of Disciplined Investments, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Disciplined Investments, LLC holds 5,480 shares of XLE stock, worth $477,307. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,480
Previous 5,480 -0.0%
Holding current value
$477,307
Previous $517,000 3.48%
% of portfolio
0.28%
Previous 0.29%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $3,005 - $3,547
38 Added 0.7%
5,480 $495,000
Q2 2023

Jul 10, 2023
BUY
$76.59 - $87.23 $3,446 - $3,925
45 Added 0.83%
5,442 $441,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $410,019 - $495,996
5,327 Added 7610.0%
5,397 $447,000
Q4 2022

Feb 01, 2023
SELL
$82.68 - $94.08 $407,281 - $463,438
-4,926 Reduced 98.6%
70 $6,000
Q3 2022

Nov 03, 2022
BUY
N/A
58 Added 1.17%
4,996 $360,000
Q2 2022

Aug 09, 2022
BUY
N/A
54 Added 1.11%
4,938 $353,000
Q1 2022

Apr 22, 2022
SELL
N/A
-1,132 Reduced 18.82%
4,884 $373,000
Q4 2021

Jan 20, 2022
SELL
N/A
-77 Reduced 1.26%
6,016 $334,000
Q3 2021

Nov 09, 2021
SELL
N/A
-114 Reduced 1.84%
6,093 $317,000
Q2 2021

Aug 02, 2021
BUY
N/A
188 Added 3.12%
6,207 $334,000
Q1 2021

May 12, 2021
BUY
N/A
4,793 Added 390.95%
6,019 $295,000
Q4 2020

Feb 12, 2021
BUY
N/A
73 Added 6.33%
1,226 $46,000
Q3 2020

Nov 05, 2020
SELL
N/A
-141 Reduced 10.9%
1,153 $35,000
Q2 2020

Aug 13, 2020
SELL
N/A
-31 Reduced 2.34%
1,294 $49,000
Q1 2020

May 19, 2020
SELL
N/A
-34 Reduced 2.5%
1,325 $38,000
Q4 2019

May 19, 2020
BUY
N/A
1,359 New
1,359 $82,000

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Disciplined Investments, LLC Portfolio

Follow Disciplined Investments, LLC 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 Disciplined Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email