Leuthold Group, LLC Energy Sector Spdr Transaction History

Leuthold Group, LLC

$885 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$88.04 - $98.08 $814,634 - $907,534	9,253 New	9,253 $843,000
Q4 2023 Feb 06, 2024	BUY	$81.2 - $91.96 $43,766 - $49,566	539 Added 14.22%	4,329 $362,000
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $299,751 - $353,834	3,790 New	3,790 $342,000
Q1 2023 Apr 18, 2023	SELL	$76.97 - $93.11 $77,354 - $93,575	-1,005 Reduced 16.76%	4,990 $413,000
Q4 2022 Jan 31, 2023	BUY	$76.09 - $94.08 $1,445 - $1,787	19 Added 0.32%	5,995 $524,000
Q3 2022 Oct 31, 2022	BUY	$67.49 - $84.09 $43,261 - $53,901	641 Added 12.01%	5,976 $430,000
Q2 2022 Aug 01, 2022	SELL	$70.66 - $92.28 $131,639 - $171,917	-1,863 Reduced 25.88%	5,335 $382,000
Q1 2022 May 04, 2022	BUY	$57.22 - $78.75 $42,628 - $58,668	745 Added 11.55%	7,198 $550,000
Q4 2021 Feb 03, 2022	BUY	$53.01 - $59.14 $342,073 - $381,630	6,453 New	6,453 $358,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.72 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.45 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$810 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$786 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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