Herold Advisors, Inc. Energy Sector Spdr Transaction History

Herold Advisors, Inc.

$439 Million
Q1 2025

A detailed history of Herold Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Herold Advisors, Inc. holds 33,078 shares of XLE stock, worth $2.81 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

33,078

Previous 32,866 0.65%

Holding current value

$2.81 Million

Previous $2.82 Million 9.8%

% of portfolio

0.7%

Previous 0.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$85.7 - $93.96 $18,168 - $19,919	212 Added 0.65%	33,078 $3.09 Million
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $282,621 - $329,939	-3,392 Reduced 9.36%	32,866 $2.82 Million
Q3 2024 Nov 14, 2024	SELL	$84.35 - $93.39 $10,375 - $11,486	-123 Reduced 0.34%	36,258 $3.18 Million
Q2 2024 Jul 24, 2024	BUY	$88.04 - $98.08 $2,905 - $3,236	33 Added 0.09%	36,381 $3.32 Million
Q1 2024 May 10, 2024	BUY	$79.91 - $94.41 $22,694 - $26,812	284 Added 0.79%	36,348 $3.43 Million
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $61,224 - $69,337	-754 Reduced 2.05%	36,064 $3.02 Million
Q3 2023 Nov 08, 2023	SELL	$79.09 - $93.36 $237 - $280	-3 Reduced 0.01%	36,818 $3.33 Million
Q2 2023 Jul 14, 2023	SELL	$76.59 - $87.23 $157,545 - $179,432	-2,057 Reduced 5.29%	36,821 $2.99 Million
Q1 2023 Apr 19, 2023	BUY	$76.97 - $93.11 $65,193 - $78,864	847 Added 2.23%	38,878 $3.22 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $31,196 - $38,572	410 Added 1.09%	38,031 $3.33 Million
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $38,874 - $48,435	576 Added 1.55%	37,621 $2.71 Million
Q2 2022 Jul 15, 2022	BUY	$70.66 - $92.28 $8,196 - $10,704	116 Added 0.31%	37,045 $2.65 Million
Q1 2022 May 09, 2022	BUY	$57.22 - $78.75 $14,819 - $20,396	259 Added 0.71%	36,929 $0
Q4 2021 Jan 20, 2022	BUY	$53.01 - $59.14 $109,306 - $121,946	2,062 Added 5.96%	36,670 $2.04 Million
Q3 2021 Nov 03, 2021	BUY	$45.79 - $54.81 $1.58 Million - $1.9 Million	34,608 New	34,608 $1.8 Million

Others Institutions Holding XLE

# of Institutions

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. Energy Sector Spdr Transaction History