Jnba Financial Advisors Energy Sector Spdr Transaction History

Jnba Financial Advisors

$980 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	SELL	$79.91 - $94.41 $5,274 - $6,231	-66 Reduced 20.89%	250 $23,000
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $20,300 - $22,990	250 Added 378.79%	316 $26,000
Q3 2023 Nov 02, 2023	SELL	$79.09 - $93.36 $2,689 - $3,174	-34 Reduced 34.0%	66 $5,000
Q3 2022 Nov 07, 2022	SELL	$67.49 - $84.09 $6,748 - $8,409	-100 Reduced 50.0%	100 $7,000
Q2 2022 Jul 22, 2022	BUY	$70.66 - $92.28 $7,066 - $9,228	100 Added 100.0%	200 $14,000
Q2 2021 Aug 04, 2021	SELL	$47.07 - $56.19 $29,418 - $35,118	-625 Reduced 86.21%	100 $5,000
Q1 2021 May 03, 2021	BUY	$37.96 - $53.57 $3,796 - $5,357	100 Added 16.0%	725 $36,000
Q4 2020 Jan 25, 2021	SELL	$27.71 - $41.6 $7,620 - $11,440	-275 Reduced 30.56%	625 $24,000
Q2 2020 Jul 24, 2020	BUY	$27.62 - $46.86 $7,595 - $12,886	275 Added 44.0%	900 $34,000
Q1 2020 May 01, 2020	BUY	$23.57 - $60.87 $14,731 - $38,043	625 New	625 $18,000
Q2 2019 Jul 26, 2019	SELL	N/A	-72 Closed	0 $0
Q1 2019 May 01, 2019	BUY	N/A	72 New	72 $5,000
Q4 2018 Feb 07, 2019	SELL	N/A	-2,370 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	1,570 Added 196.25%	2,370 $180,000
Q2 2017 Aug 14, 2017	BUY	N/A	800	800 $52,000

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

$3.66 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$704 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$683 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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