A detailed history of Global Retirement Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Global Retirement Partners, LLC holds 37,776 shares of XLE stock, worth $3.64 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
37,776
Previous 67,002 43.62%
Holding current value
$3.64 Million
Previous $6.11 Million 45.7%
% of portfolio
0.1%
Previous 0.19%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$84.35 - $93.39 $2.47 Million - $2.73 Million
-29,226 Reduced 43.62%
37,776 $3.32 Million
Q2 2024

Jul 23, 2024

SELL
$88.04 - $98.08 $1.35 Million - $1.51 Million
-15,378 Reduced 18.67%
67,002 $6.11 Million
Q1 2024

Apr 23, 2024

BUY
$79.91 - $94.41 $520,134 - $614,514
6,509 Added 8.58%
82,380 $7.78 Million
Q4 2023

Jan 18, 2024

SELL
$81.2 - $91.96 $950,689 - $1.08 Million
-11,708 Reduced 13.37%
75,871 $6.36 Million
Q3 2023

Oct 13, 2023

BUY
$79.09 - $93.36 $2.8 Million - $3.3 Million
35,374 Added 67.76%
87,579 $7.92 Million
Q2 2023

Jul 20, 2023

SELL
$76.59 - $87.23 $313,942 - $357,555
-4,099 Reduced 7.28%
52,205 $4.24 Million
Q1 2023

May 05, 2023

SELL
$76.97 - $93.11 $3.56 Million - $4.3 Million
-46,207 Reduced 45.08%
56,304 $4.66 Million
Q4 2022

Feb 13, 2023

BUY
$76.09 - $94.08 $241,966 - $299,174
3,180 Added 3.2%
102,511 $8.97 Million
Q4 2022

Feb 13, 2023

BUY
$76.09 - $94.08 $241,966 - $299,174
3,180 Added 3.2%
102,511 $8.97 Million
Q3 2022

Nov 03, 2022

BUY
$67.49 - $84.09 $2.2 Million - $2.74 Million
32,636 Added 48.93%
99,331 $8.94 Million
Q2 2022

Jul 15, 2022

SELL
$70.66 - $92.28 $1.57 Million - $2.05 Million
-22,223 Reduced 24.99%
66,695 $4.77 Million
Q1 2022

Jul 14, 2022

BUY
$57.22 - $78.75 $3.6 Million - $4.96 Million
62,980 Added 242.81%
88,918 $7.49 Million
Q4 2021

Jan 21, 2022

BUY
$53.01 - $59.14 $224,232 - $250,162
4,230 Added 19.49%
25,938 $1.44 Million
Q3 2021

Oct 22, 2021

SELL
$45.79 - $54.81 $183,480 - $219,623
-4,007 Reduced 15.58%
21,708 $1.13 Million
Q2 2021

Jul 15, 2021

BUY
$47.07 - $56.19 $37,467 - $44,727
796 Added 3.19%
25,715 $1.39 Million
Q1 2021

Apr 14, 2021

BUY
$37.96 - $53.57 $359,898 - $507,897
9,481 Added 61.41%
24,919 $1.22 Million
Q4 2020

Jan 13, 2021

SELL
$27.71 - $41.6 $253,740 - $380,931
-9,157 Reduced 37.23%
15,438 $585,000
Q3 2020

Oct 09, 2020

BUY
$29.95 - $38.58 $4,911 - $6,327
164 Added 0.67%
24,595 $737,000
Q2 2020

Jul 13, 2020

BUY
$27.62 - $46.86 $408,831 - $693,621
14,802 Added 153.72%
24,431 $925,000
Q1 2020

Apr 28, 2020

SELL
$23.57 - $60.87 $193,344 - $499,316
-8,203 Reduced 46.0%
9,629 $280,000
Q4 2019

Jan 23, 2020

BUY
$55.9 - $61.99 $733,575 - $813,494
13,123 Added 278.68%
17,832 $1.07 Million
Q3 2019

Nov 19, 2019

SELL
$59.2 - $63.13 $14,681 - $15,656
-248 Reduced 5.0%
4,709 $279,000
Q2 2019

Nov 19, 2019

SELL
N/A
-720 Reduced 12.68%
4,957 $316,000
Q1 2019

May 07, 2019

SELL
N/A
-3,231 Reduced 36.27%
5,677 $375,000
Q4 2018

Feb 22, 2019

SELL
N/A
-105 Reduced 1.16%
8,908 $511,000
Q3 2018

Oct 17, 2018

SELL
N/A
-1,554 Reduced 14.71%
9,013 $683,000
Q2 2018

Aug 13, 2018

SELL
N/A
-41 Reduced 0.39%
10,567 $802,000
Q1 2018

Aug 10, 2018

BUY
N/A
4,380 Added 70.33%
10,608 $715,000
Q4 2017

Aug 13, 2018

SELL
N/A
-356 Reduced 5.41%
6,228 $450,000
Q3 2017

Aug 10, 2018

BUY
N/A
216 Added 3.39%
6,584 $451,000
Q2 2017

Aug 10, 2018

BUY
N/A
644 Added 11.25%
6,368 $413,000
Q1 2017

Aug 10, 2018

SELL
N/A
-1,000 Reduced 14.87%
5,724 $400,000
Q4 2016

Aug 10, 2018

BUY
N/A
6,724
6,724 $506,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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