Financial Engines Advisors L.L.C. Energy Sector Spdr Transaction History

Financial Engines Advisors L.L.C.

$48.7 Billion
Q3 2024

A detailed history of Financial Engines Advisors L.L.C. transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Engines Advisors L.L.C. holds 11,147 shares of XLE stock, worth $943,482. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,147

Previous 11,291 1.28%

Holding current value

$943,482

Previous $1.03 Million 4.96%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $12,146 - $13,448	-144 Reduced 1.28%	11,147 $978,000
Q2 2024 Aug 14, 2024	BUY	$88.04 - $98.08 $488,093 - $543,755	5,544 Added 96.47%	11,291 $1.03 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $459,242 - $542,574	5,747 New	5,747 $542,000
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $26,346 - $30,007	-344 Reduced 11.59%	2,623 $212,000
Q1 2023 May 12, 2023	BUY	$76.97 - $93.11 $228,369 - $276,257	2,967 New	2,967 $245,000
Q3 2020 Nov 12, 2020	SELL	$29.95 - $38.58 $234,778 - $302,428	-7,839 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$27.62 - $46.86 $216,513 - $367,335	7,839 New	7,839 $297,000
Q2 2018 Jul 27, 2018	SELL	N/A	-250 Closed	0 $0
Q1 2018 May 02, 2018	BUY	N/A	250 New	250 $17,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

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About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Financial Engines Advisors L.L.C. Energy Sector Spdr Transaction History