A detailed history of Gm Advisory Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Gm Advisory Group, Inc. holds 6,376 shares of XLE stock, worth $583,595. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,376
Previous 2,859 123.02%
Holding current value
$583,595
Previous $239,000 151.46%
% of portfolio
0.04%
Previous 0.02%

Shares

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

May 09, 2024

BUY
$79.91 - $94.41 $281,043 - $332,039
3,517 Added 123.02%
6,376 $601,000
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $3,248 - $3,678
40 Added 1.42%
2,859 $239,000
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $18,744 - $22,126
-237 Reduced 7.76%
2,819 $254,000
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $234,059 - $266,574
3,056 New
3,056 $248,000
Q3 2022

Nov 14, 2022

SELL
N/A
-269,097 Reduced 98.96%
2,834 $204,000
Q2 2022

Aug 15, 2022

BUY
N/A
267,424 Added 5933.53%
271,931 $19.4 Million
Q1 2022

May 13, 2022

BUY
N/A
316 Added 7.54%
4,507 $345,000
Q4 2021

Feb 10, 2022

BUY
N/A
4,191 New
4,191 $233,000
Q3 2021

Nov 12, 2021

SELL
N/A
-478,874 Closed
0 $0
Q2 2021

Aug 16, 2021

SELL
N/A
-82,338 Reduced 14.67%
478,874 $25.8 Million
Q1 2021

May 13, 2021

BUY
N/A
206,389 Added 58.17%
561,212 $27.5 Million
Q4 2020

Feb 12, 2021

SELL
N/A
-170,645 Reduced 32.47%
354,823 $13.4 Million
Q3 2020

Nov 12, 2020

BUY
N/A
85,530 Added 19.44%
525,468 $15.7 Million
Q2 2020

Aug 13, 2020

BUY
N/A
439,938 New
439,938 $16.7 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-3,106 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
N/A
3,106
3,106 $224,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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