Leonard Rickey Investment Advisors P.L.L.C. Energy Sector Spdr Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $433 Million
  • Q3 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Energy Sector Spdr stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 55,348 shares of XLE stock, worth $4.66 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
55,348
Previous 55,071 0.5%
Holding current value
$4.66 Million
Previous $5.02 Million 3.19%
% of portfolio
1.12%
Previous 1.23%

Shares

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

Oct 15, 2024
BUY
$84.35 - $93.39 $23,364 - $25,869
277 Added 0.5%
55,348 $4.86 Million
Q2 2024

Jul 24, 2024
BUY
$88.04 - $98.08 $329,621 - $367,211
3,744 Added 7.29%
55,071 $5.02 Million
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $3.89 Million - $4.6 Million
48,731 Added 1877.16%
51,327 $4.85 Million
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $17,214 - $19,495
212 Added 8.89%
2,596 $217,000
Q3 2023

Oct 17, 2023
SELL
$79.09 - $93.36 $12,338 - $14,564
-156 Reduced 6.14%
2,384 $215,000
Q2 2023

Jul 27, 2023
SELL
$76.59 - $87.23 $36,839 - $41,957
-481 Reduced 15.92%
2,540 $206,000
Q1 2023

Apr 20, 2023
SELL
$76.97 - $93.11 $25,707 - $31,098
-334 Reduced 9.96%
3,021 $250,000
Q4 2022

Jan 27, 2023
BUY
$76.09 - $94.08 $2,587 - $3,198
34 Added 1.02%
3,355 $0
Q3 2022

Oct 31, 2022
SELL
$67.49 - $84.09 $7,626 - $9,502
-113 Reduced 3.29%
3,321 $239,000
Q2 2022

Jul 25, 2022
SELL
$70.66 - $92.28 $37,591 - $49,092
-532 Reduced 13.41%
3,434 $246,000
Q1 2022

Apr 19, 2022
SELL
$57.22 - $78.75 $12,988 - $17,876
-227 Reduced 5.41%
3,966 $303,000
Q4 2021

Feb 01, 2022
BUY
$53.01 - $59.14 $222,270 - $247,974
4,193 New
4,193 $233,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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