Foundations Investment Advisors, LLC Energy Sector Spdr Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 30,167 shares of XLE stock, worth $2.72 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

30,167

Previous 30,143 0.08%

Holding current value

$2.72 Million

Previous $2.65 Million 2.34%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$83.32 - $97.27 $1,999 - $2,334	24 Added 0.08%	30,167 $2.58 Million
Q3 2024 Oct 21, 2024	SELL	$84.35 - $93.39 $191,390 - $211,901	-2,269 Reduced 7.0%	30,143 $2.65 Million
Q2 2024 Aug 02, 2024	BUY	$88.04 - $98.08 $1.49 Million - $1.66 Million	16,950 Added 109.62%	32,412 $2.95 Million
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $2.2 Million - $2.6 Million	-27,555 Reduced 64.06%	15,462 $1.46 Million
Q4 2023 Feb 08, 2024	SELL	$81.2 - $91.96 $4.63 Million - $5.25 Million	-57,044 Reduced 57.01%	43,017 $3.61 Million
Q3 2023 Oct 05, 2023	BUY	$79.09 - $93.36 $5.78 Million - $6.82 Million	73,096 Added 271.08%	100,061 $9.04 Million
Q2 2023 Jul 19, 2023	SELL	$76.59 - $87.23 $5.25 Million - $5.98 Million	-68,609 Reduced 71.79%	26,965 $2.19 Million
Q1 2023 Apr 25, 2023	BUY	$76.97 - $93.11 $525,551 - $635,755	6,828 Added 7.69%	95,574 $7.92 Million
Q4 2022 Jan 11, 2023	SELL	$76.09 - $94.08 $872,524 - $1.08 Million	-11,467 Reduced 11.44%	88,746 $0
Q3 2022 Oct 19, 2022	BUY	$67.49 - $84.09 $1.36 Million - $1.7 Million	20,163 Added 25.19%	100,213 $7.22 Million
Q2 2022 Jul 08, 2022	BUY	$70.66 - $92.28 $2.93 Million - $3.82 Million	41,417 Added 107.21%	80,050 $5.48 Million
Q1 2022 Apr 19, 2022	BUY	$57.22 - $78.75 $1.84 Million - $2.53 Million	32,155 Added 496.37%	38,633 $3.09 Million
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $36,311 - $40,510	685 Added 11.82%	6,478 $410,000
Q3 2021 Oct 13, 2021	BUY	$45.79 - $54.81 $265,261 - $317,514	5,793 New	5,793 $319,000

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

229M

Call Options Held

54.1M

Put Options Held

115M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Foundations Investment Advisors, LLC Energy Sector Spdr Transaction History