Ifp Advisors, Inc Energy Sector Spdr Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Ifp Advisors, Inc holds 76,093 shares of XLE stock, worth $6.92 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

76,093

Previous 73,445 3.61%

Holding current value

$6.92 Million

Previous $6.45 Million 1.09%

% of portfolio

0.22%

Previous 0.24%

37 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$83.32 - $97.27 $220,631 - $257,570	2,648 Added 3.61%	76,093 $6.52 Million
Q3 2024 Feb 04, 2025	BUY	$84.35 - $93.39 $74,059 - $81,996	878 Added 1.21%	73,445 $6.45 Million
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $596,911 - $664,982	6,780 Added 10.31%	72,567 $6.61 Million
Q1 2024 Jul 30, 2024	SELL	$79.91 - $94.41 $1.54 Million - $1.82 Million	-19,310 Reduced 22.69%	65,787 $6.21 Million
Q4 2023 Jan 09, 2024	SELL	$81.2 - $91.96 $2.31 Million - $2.62 Million	-28,502 Reduced 25.09%	85,097 $7.13 Million
Q3 2023 Oct 12, 2023	SELL	$79.09 - $93.36 $1.41 Million - $1.67 Million	-17,852 Reduced 13.58%	113,599 $10.3 Million
Q2 2023 Aug 04, 2023	SELL	$76.59 - $87.23 $1.45 Million - $1.65 Million	-18,873 Reduced 12.55%	131,451 $10.7 Million
Q1 2023 Apr 18, 2023	SELL	$76.97 - $93.11 $11.6 Million - $14 Million	-150,119 Reduced 49.97%	150,324 $12.5 Million
Q4 2022 Feb 07, 2023	BUY	$76.09 - $94.08 $843,914 - $1.04 Million	11,091 Added 3.83%	300,443 $24.9 Million
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $1.44 Million - $1.8 Million	21,374 Added 7.98%	289,352 $24 Million
Q2 2022 Sep 06, 2022	BUY	$70.66 - $92.28 $18.9 Million - $24.7 Million	267,978 New	267,978 $22.1 Million
Q2 2022 Aug 12, 2022	SELL	$70.66 - $92.28 $18.9 Million - $24.7 Million	-267,978 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$57.22 - $78.75 $4.73 Million - $6.51 Million	82,668 Added 44.61%	267,978 $0
Q1 2022 Aug 08, 2022	SELL	$57.22 - $78.75 $1.51 Million - $2.07 Million	-26,303 Reduced 12.43%	185,310 $0
Q4 2021 Jan 12, 2022	BUY	$53.01 - $59.14 $2.72 Million - $3.04 Million	51,372 Added 32.06%	211,613 $11.8 Million
Q3 2021 Oct 06, 2021	BUY	$45.79 - $54.81 $3.9 Million - $4.67 Million	85,138 Added 113.36%	160,241 $8.36 Million
Q2 2021 Jul 13, 2021	BUY	$47.07 - $56.19 $165,827 - $197,957	3,523 Added 4.92%	75,103 $4.04 Million
Q1 2021 Apr 30, 2021	BUY	$37.96 - $53.57 $1.07 Million - $1.51 Million	28,120 Added 64.7%	71,580 $3.51 Million
Q4 2020 Jan 25, 2021	BUY	$27.71 - $41.6 $328,197 - $492,710	11,844 Added 37.46%	43,460 $1.65 Million
Q3 2020 Oct 29, 2020	SELL	$29.95 - $38.58 $135,673 - $174,767	-4,530 Reduced 12.53%	31,616 $951,000
Q2 2020 Aug 05, 2020	BUY	$27.62 - $46.86 $406,014 - $688,842	14,700 Added 68.54%	36,146 $1.35 Million
Q1 2020 May 12, 2020	SELL	$23.57 - $60.87 $253,990 - $655,935	-10,776 Reduced 33.44%	21,446 $651,000
Q4 2019 Jan 17, 2020	BUY	$55.9 - $61.99 $1.4 Million - $1.55 Million	25,069 Added 350.47%	32,222 $1.98 Million
Q3 2019 Nov 07, 2019	SELL	$59.2 - $63.13 $132,430 - $141,221	-2,237 Reduced 23.82%	7,153 $422,000
Q1 2019 May 15, 2019	SELL	N/A	-15,671 Reduced 62.53%	9,390 $623,000
Q4 2018 Jan 23, 2019	SELL	N/A	-11,375 Reduced 31.22%	25,061 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-14,736 Reduced 28.8%	36,436 $0
Q2 2018 Aug 07, 2018	BUY	N/A	2,183 Added 4.46%	51,172 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-5,036 Reduced 9.32%	48,989 $3.54 Million
Q1 2018 May 09, 2018	BUY	N/A	5,036 Added 10.28%	54,025 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-89,996 Reduced 64.75%	48,989 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-7,681 Reduced 5.24%	138,985 $9.52 Million
Q2 2017 Jun 03, 2019	BUY	N/A	10,438 Added 7.66%	146,666 $9.52 Million
Q1 2017 Jun 03, 2019	BUY	N/A	9,399 Added 7.41%	136,228 $9.52 Million
Q4 2016 Jun 03, 2019	BUY	N/A	57,781 Added 83.68%	126,829 $9.55 Million
Q2 2016 Jun 03, 2019	BUY	N/A	59,658 Added 635.34%	69,048 $4.71 Million
Q1 2016 Jun 03, 2019	BUY	N/A	9,390	9,390 $623,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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