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

H&H Retirement Design & Management Inc

$169 Million
Q3 2024

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 49,067 shares of XLE stock, worth $4.73 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

49,067

Previous 43,848 11.9%

Holding current value

$4.73 Million

Previous $4 Million 7.81%

% of portfolio

2.55%

Previous 2.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

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