Herold Advisors, Inc. Energy Sector Spdr Transaction History

Herold Advisors, Inc.

  • $443 Million
  • Q4 2024

A detailed history of Herold Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Herold Advisors, Inc. holds 32,866 shares of XLE stock, worth $2.99 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
32,866
Previous 36,258 9.36%
Holding current value
$2.99 Million
Previous $3.18 Million 11.56%
% of portfolio
0.64%
Previous 0.71%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,171
Shares Held
231M
Call Options Held
58M
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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