H&H Retirement Design & Management Inc Energy Sector Spdr Transaction History

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 48,159 shares of XLE stock, worth $3.88 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
48,159
Previous 47,871 0.6%
Holding current value
$3.88 Million
Previous $4.1 Million 9.76%
% of portfolio
2.83%
Previous 2.58%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$85.7 - $93.96 $24,681 - $27,060
288 Added 0.6%
48,159 $4.5 Million
Q4 2024

Feb 24, 2025
SELL
$83.32 - $97.27 $99,650 - $116,334
-1,196 Reduced 2.44%
47,871 $4.1 Million
Q3 2024

Oct 16, 2024
BUY
$84.35 - $93.39 $440,222 - $487,402
5,219 Added 11.9%
49,067 $4.31 Million
Q2 2024

Jul 23, 2024
BUY
$88.04 - $98.08 $76,330 - $85,035
867 Added 2.02%
43,848 $4 Million
Q1 2024

Apr 23, 2024
SELL
$79.91 - $94.41 $507,588 - $599,692
-6,352 Reduced 12.88%
42,981 $4.06 Million
Q4 2023

Feb 09, 2024
SELL
$81.2 - $91.96 $10,231 - $11,586
-126 Reduced 0.25%
49,333 $4.14 Million
Q3 2023

Oct 16, 2023
SELL
$79.09 - $93.36 $61,769 - $72,914
-781 Reduced 1.55%
49,459 $4.47 Million
Q2 2023

Jul 14, 2023
SELL
$76.59 - $87.23 $42,660 - $48,587
-557 Reduced 1.1%
50,240 $4.08 Million
Q1 2023

Apr 14, 2023
BUY
$76.97 - $93.11 $3.91 Million - $4.73 Million
50,797 New
50,797 $4.21 Million

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
230M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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