Diversify Advisory Services, LLC Energy Sector Spdr Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 92,382 shares of XLE stock, worth $7.83 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

92,382

Previous 89,632 3.07%

Holding current value

$7.83 Million

Previous $7.92 Billion 3.53%

% of portfolio

0.48%

Previous 0.44%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$85.7 - $93.96 $235,675 - $258,389	2,750 Added 3.07%	92,382 $7.64 Billion
Q4 2024 Jan 16, 2025	SELL	$83.32 - $97.27 $230,713 - $269,340	-2,769 Reduced 3.0%	89,632 $7.92 Billion
Q3 2024 Oct 24, 2024	SELL	$84.35 - $93.39 $7.41 Million - $8.21 Million	-87,891 Reduced 48.75%	92,401 $8.34 Billion
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $6.47 Million - $7.21 Million	73,521 Added 68.86%	180,292 $16 Billion
Q1 2024 Apr 30, 2024	BUY	$79.91 - $94.41 $8.53 Million - $10.1 Million	106,771 New	106,771 $10.2 Billion

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

445M

Call Options Held

50.2M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Diversify Advisory Services, LLC Energy Sector Spdr Transaction History