Investment Advisory Services Inc Energy Sector Spdr Transaction History

Investment Advisory Services Inc

  • $272 Million
  • Q1 2024

A detailed history of Investment Advisory Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Investment Advisory Services Inc holds 42,759 shares of XLE stock, worth $3.91 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
42,759
Previous 45,534 6.09%
Holding current value
$3.91 Million
Previous $3.82 Million 5.74%
% of portfolio
1.48%
Previous 1.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
SELL
$79.91 - $94.41 $221,750 - $261,987
-2,775 Reduced 6.09%
42,759 $4.04 Million
Q4 2023

Jan 11, 2024
BUY
$81.2 - $91.96 $214,692 - $243,142
2,644 Added 6.16%
45,534 $3.82 Million
Q3 2023

Oct 19, 2023
BUY
$79.09 - $93.36 $38,437 - $45,372
486 Added 1.15%
42,890 $3.88 Million
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $851,297 - $969,561
11,115 Added 35.52%
42,404 $3.44 Million
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $420,487 - $508,659
5,463 Added 21.15%
31,289 $2.59 Million
Q4 2022

Feb 15, 2023
BUY
$82.68 - $94.08 $1.14 Million - $1.3 Million
13,794 Added 114.64%
25,826 $2.26 Million
Q3 2022

Oct 27, 2022
BUY
N/A
5,755 Added 91.68%
12,032 $867,000
Q2 2022

Aug 15, 2022
BUY
N/A
853 Added 15.73%
6,277 $449,000
Q1 2022

May 04, 2022
BUY
N/A
8 Added 0.15%
5,424 $415,000
Q4 2021

Feb 02, 2022
BUY
N/A
5,416 New
5,416 $301,000

Others Institutions Holding XLE

# of Institutions
2,029
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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