Ifp Advisors, Inc Energy Sector Spdr Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Ifp Advisors, Inc holds 72,567 shares of XLE stock, worth $6.87 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

72,567

Previous 65,787 10.31%

Holding current value

$6.87 Million

Previous $6.21 Million 6.51%

% of portfolio

0.27%

Previous 0.28%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

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

Account