A detailed history of Insight Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Insight Advisors, LLC holds 8,479 shares of XLE stock, worth $781,679. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,479
Previous 7,021 20.77%
Holding current value
$781,679
Previous $662,000 16.62%
% of portfolio
0.22%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$88.04 - $98.08 $128,362 - $143,000
1,458 Added 20.77%
8,479 $772,000
Q1 2024

May 06, 2024

SELL
$79.91 - $94.41 $39,395 - $46,544
-493 Reduced 6.56%
7,021 $662,000
Q4 2023

Jan 23, 2024

SELL
$81.2 - $91.96 $6,414 - $7,264
-79 Reduced 1.04%
7,514 $629,000
Q3 2023

Nov 07, 2023

BUY
$79.09 - $93.36 $114,759 - $135,465
1,451 Added 23.62%
7,593 $686,000
Q2 2023

Aug 07, 2023

SELL
$76.59 - $87.23 $64,641 - $73,622
-844 Reduced 12.08%
6,142 $498,000
Q1 2023

May 03, 2023

SELL
$76.97 - $93.11 $62,653 - $75,791
-814 Reduced 10.44%
6,986 $578,000
Q4 2022

Feb 21, 2023

BUY
$82.68 - $94.08 $231,669 - $263,612
2,802 Added 56.06%
7,800 $682,000
Q3 2022

Dec 12, 2022

BUY
N/A
79 Added 1.61%
4,998 $360,000
Q2 2022

Aug 11, 2022

SELL
N/A
-217 Reduced 4.23%
4,919 $353,000
Q1 2022

May 13, 2022

SELL
N/A
-6,598 Reduced 56.23%
5,136 $393,000
Q4 2021

Feb 09, 2022

SELL
N/A
-502 Reduced 4.1%
11,734 $651,000
Q3 2021

Nov 12, 2021

BUY
N/A
12,236 New
12,236 $704,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Insight Advisors, LLC Portfolio

Follow Insight Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Insight Advisors, LLC with notifications on news.