A detailed history of Hbw Advisory Services LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hbw Advisory Services LLC holds 18,866 shares of XLE stock, worth $1.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
18,866
Previous 16,646 13.34%
Holding current value
$1.7 Million
Previous $1.57 Million 9.42%
% of portfolio
0.31%
Previous 0.28%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$88.04 - $98.08 $195,448 - $217,737
2,220 Added 13.34%
18,866 $1.72 Million
Q4 2023

Jan 16, 2024

SELL
$81.2 - $91.96 $397,798 - $450,512
-4,899 Reduced 22.74%
16,646 $1.4 Million
Q3 2023

Oct 11, 2023

BUY
$79.09 - $93.36 $680,569 - $803,362
8,605 Added 66.5%
21,545 $1.95 Million
Q2 2023

Jul 05, 2023

BUY
$76.59 - $87.23 $84,555 - $96,301
1,104 Added 9.33%
12,940 $1.05 Million
Q1 2023

Apr 07, 2023

SELL
$76.97 - $93.11 $3.06 Million - $3.7 Million
-39,699 Reduced 77.03%
11,836 $980,000
Q3 2022

Oct 05, 2022

SELL
N/A
-3,116 Reduced 5.7%
51,535 $3.71 Million
Q2 2022

Jul 13, 2022

BUY
N/A
46,830 Added 598.77%
54,651 $3.91 Million
Q1 2022

Apr 18, 2022

BUY
N/A
2,188 Added 38.84%
7,821 $598,000
Q4 2021

Jan 11, 2022

SELL
N/A
-795 Reduced 12.37%
5,633 $313,000
Q3 2021

Oct 08, 2021

SELL
N/A
-22,427 Reduced 77.72%
6,428 $335,000
Q2 2021

Jul 15, 2021

SELL
N/A
-218 Reduced 0.75%
28,855 $1.55 Million
Q1 2021

Apr 13, 2021

BUY
N/A
23,284 Added 402.21%
29,073 $1.43 Million
Q4 2020

Jan 12, 2021

BUY
N/A
5,789 New
5,789 $219,000
Q3 2020

Oct 14, 2020

SELL
N/A
-6,229 Closed
0 $0
Q2 2020

Jul 08, 2020

BUY
N/A
6,229 New
6,229 $236,000
Q1 2020

Apr 30, 2020

SELL
N/A
-5,666 Closed
0 $0
Q4 2019

Jan 16, 2020

BUY
N/A
5,666 New
5,666 $338,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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