Independent Advisor Alliance Energy Sector Spdr Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$79.91 - $94.41 $26,450 - $31,249	331 Added 13.4%	2,802 $264,000
Q4 2023 Feb 08, 2024	BUY	$81.2 - $91.96 $200,645 - $227,233	2,471 New	2,471 $207,000
Q3 2022 Nov 04, 2022	BUY	$67.49 - $84.09 $673,820 - $839,554	9,984 New	9,984 $719,000
Q3 2021 Nov 01, 2021	SELL	$45.79 - $54.81 $497,737 - $595,784	-10,870 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$47.07 - $56.19 $77,853 - $92,938	1,654 Added 17.95%	10,870 $586,000
Q1 2021 May 14, 2021	BUY	$37.96 - $53.57 $349,839 - $493,701	9,216 New	9,216 $452,000
Q1 2020 May 14, 2020	SELL	$23.57 - $60.87 $776,348 - $2 Million	-32,938 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$55.9 - $61.99 $1.84 Million - $2.04 Million	32,938 New	32,938 $1.98 Million

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.75 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.53 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.29 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$721 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$700 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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