A detailed history of Investment Partners, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Investment Partners, Ltd. holds 9,040 shares of XLE stock, worth $879,320. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,040
Previous 9,034 0.07%
Holding current value
$879,320
Previous $823,000 3.65%
% of portfolio
0.33%
Previous 0.37%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$84.35 - $93.39 $506 - $560
6 Added 0.07%
9,040 $793,000
Q2 2024

Aug 07, 2024

BUY
$88.04 - $98.08 $528 - $588
6 Added 0.07%
9,034 $823,000
Q1 2024

Apr 15, 2024

BUY
$79.91 - $94.41 $479 - $566
6 Added 0.07%
9,028 $852,000
Q4 2023

Feb 02, 2024

SELL
$81.2 - $91.96 $60,331 - $68,326
-743 Reduced 7.61%
9,022 $756,000
Q3 2023

Oct 31, 2023

BUY
$79.09 - $93.36 $869 - $1,026
11 Added 0.11%
9,765 $882,000
Q2 2023

Aug 07, 2023

SELL
$76.59 - $87.23 $80,649 - $91,853
-1,053 Reduced 9.74%
9,754 $791,000
Q1 2023

May 08, 2023

SELL
$76.97 - $93.11 $16,086 - $19,459
-209 Reduced 1.9%
10,807 $895,000
Q4 2022

Jan 17, 2023

SELL
$76.09 - $94.08 $440,713 - $544,911
-5,792 Reduced 34.46%
11,016 $0
Q3 2022

Oct 21, 2022

BUY
$67.49 - $84.09 $605,182 - $754,035
8,967 Added 114.36%
16,808 $1.21 Million
Q2 2022

Aug 05, 2022

BUY
$70.66 - $92.28 $9,963 - $13,011
141 Added 1.83%
7,841 $561,000
Q1 2022

Apr 22, 2022

BUY
$57.22 - $78.75 $31,985 - $44,021
559 Added 7.83%
7,700 $589,000
Q4 2021

Feb 04, 2022

SELL
$53.01 - $59.14 $126,534 - $141,167
-2,387 Reduced 25.05%
7,141 $396,000
Q3 2021

Oct 13, 2021

SELL
$45.79 - $54.81 $4,350 - $5,206
-95 Reduced 0.99%
9,528 $496,000
Q2 2021

Jul 15, 2021

BUY
$47.07 - $56.19 $257,519 - $307,415
5,471 Added 131.77%
9,623 $518,000
Q1 2021

May 06, 2021

BUY
$37.96 - $53.57 $157,609 - $222,422
4,152 New
4,152 $204,000
Q3 2018

Oct 25, 2018

SELL
N/A
-2,948 Closed
0 $0
Q2 2018

Jul 25, 2018

BUY
N/A
2,948 New
2,948 $224,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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