Fortis Group Advisors, LLC Energy Sector Spdr Transaction History

Fortis Group Advisors, LLC

  • $543 Billion
  • Q1 2024

A detailed history of Fortis Group Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 51,357 shares of XLE stock, worth $4.59 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
51,357
Previous 9,396 446.58%
Holding current value
$4.59 Million
Previous $785 Million 517.82%
% of portfolio
0.89%
Previous 0.19%

Shares

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

Apr 30, 2024
BUY
$79.91 - $94.41 $3.35 Million - $3.96 Million
41,961 Added 446.58%
51,357 $4.85 Billion
Q4 2023

Mar 04, 2024
BUY
$81.2 - $91.96 $263,900 - $298,870
3,250 Added 52.88%
9,396 $785 Million
Q3 2023

Dec 01, 2023
BUY
$79.09 - $93.36 $486,087 - $573,790
6,146 New
6,146 $534 Million
Q1 2023

May 26, 2023
SELL
$76.97 - $93.11 $62,191 - $75,232
-808 Reduced 24.86%
2,442 $208 Million
Q3 2020

Nov 17, 2020
BUY
N/A
3,250 New
3,250 $97,000

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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