A detailed history of Fort Washington Investment Advisors Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Fort Washington Investment Advisors Inc holds 4,501 shares of XLE stock, worth $402,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,501
Previous 4,341 3.69%
Holding current value
$402,209
Previous $409,000 3.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2024

BUY
$79.91 - $94.41 $12,785 - $15,105
160 Added 3.69%
4,501 $424,000
Q4 2023

Jan 17, 2024

SELL
$81.2 - $91.96 $1,867 - $2,115
-23 Reduced 0.53%
4,341 $363,000
Q2 2023

Jul 28, 2023

SELL
$76.59 - $87.23 $1,761 - $2,006
-23 Reduced 0.52%
4,364 $354,000
Q2 2022

Aug 05, 2022

SELL
N/A
-322 Reduced 6.84%
4,387 $314,000
Q1 2022

May 03, 2022

BUY
N/A
322 Added 7.34%
4,709 $360,000
Q3 2021

Nov 09, 2021

BUY
N/A
100 Added 2.33%
4,387 $229,000
Q2 2021

Aug 09, 2021

BUY
N/A
100 Added 2.39%
4,287 $231,000
Q1 2021

May 05, 2021

BUY
N/A
4,187 New
4,187 $205,000
Q1 2020

May 06, 2020

SELL
N/A
-4,337 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
N/A
4,337 New
4,337 $260,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Fort Washington Investment Advisors Inc Portfolio

Follow Fort Washington Investment Advisors 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 Fort Washington Investment Advisors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Fort Washington Investment Advisors Inc with notifications on news.