Evolution Wealth Advisors, LLC Energy Sector Spdr Transaction History

Evolution Wealth Advisors, LLC

  • $516 Million
  • Q1 2024

A detailed history of Evolution Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 71,370 shares of XLE stock, worth $6.39 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
71,370
Previous 69,538 2.63%
Holding current value
$6.39 Million
Previous $5.83 Million 15.57%
% of portfolio
1.3%
Previous 1.18%

Shares

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

Apr 19, 2024
BUY
$79.91 - $94.41 $146,395 - $172,959
1,832 Added 2.63%
71,370 $6.74 Million
Q4 2023

Jan 31, 2024
SELL
$81.2 - $91.96 $2.28 Million - $2.58 Million
-28,090 Reduced 28.77%
69,538 $5.83 Million
Q3 2023

Nov 06, 2023
BUY
$79.09 - $93.36 $104,952 - $123,888
1,327 Added 1.38%
97,628 $8.82 Million
Q2 2023

Jul 17, 2023
SELL
$76.59 - $87.23 $50,932 - $58,007
-665 Reduced 0.69%
96,301 $7.82 Million
Q1 2023

May 02, 2023
BUY
$76.97 - $93.11 $79,356 - $95,996
1,031 Added 1.07%
96,966 $8.03 Million
Q4 2022

Feb 07, 2023
BUY
$82.68 - $94.08 $4.67 Million - $5.31 Million
56,425 Added 142.81%
95,935 $8.39 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-13,675 Reduced 25.71%
39,510 $2.85 Million
Q2 2022

Aug 02, 2022
SELL
N/A
-39,978 Reduced 42.91%
53,185 $3.8 Million
Q1 2022

Apr 29, 2022
BUY
N/A
46,430 Added 99.35%
93,163 $7.12 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-14,175 Reduced 23.27%
46,733 $0
Q3 2021

Nov 09, 2021
SELL
N/A
-23,149 Reduced 27.54%
60,908 $3.17 Million
Q2 2021

Jul 22, 2021
BUY
N/A
666 Added 0.8%
84,057 $4.53 Million
Q1 2021

Apr 20, 2021
BUY
N/A
12,663 Added 17.9%
83,391 $4.09 Million
Q4 2020

Feb 02, 2021
BUY
N/A
3,106 Added 4.59%
70,728 $2.68 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-17,642 Reduced 20.69%
67,622 $2.03 Million
Q2 2020

Jul 27, 2020
SELL
N/A
-86,239 Reduced 50.28%
85,264 $3.23 Million
Q1 2020

Apr 22, 2020
BUY
N/A
71,478 Added 71.46%
171,503 $4.98 Million
Q4 2019

Feb 03, 2020
BUY
N/A
99,800 Added 44355.56%
100,025 $6.01 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-144,403 Reduced 99.84%
225 $13,000
Q2 2019

Jul 12, 2019
BUY
N/A
10,050 Added 7.47%
144,628 $9.21 Million
Q1 2019

May 09, 2019
BUY
N/A
37,205 Added 38.21%
134,578 $8.9 Million
Q4 2018

Jan 29, 2019
BUY
N/A
97,373 New
97,373 $5.58 Million

Others Institutions Holding XLE

# of Institutions
2,031
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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