Herold Advisors, Inc. Energy Sector Spdr Transaction History

Herold Advisors, Inc.

$423 Million
Q2 2024

A detailed history of Herold Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Herold Advisors, Inc. holds 36,381 shares of XLE stock, worth $3.39 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

36,381

Previous 36,348 0.09%

Holding current value

$3.39 Million

Previous $3.43 Million 3.35%

% of portfolio

0.78%

Previous 0.85%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,063

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

Herold Advisors, Inc. Energy Sector Spdr Transaction History