A detailed history of Momentum Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Momentum Advisors, LLC holds 21,916 shares of XLE stock, worth $1.99 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares
21,916
Previous 21,373 2.54%
Holding current value
$1.99 Million
Previous $1.54 Million 24.5%
% of portfolio
1.98%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $41,316 - $51,085
543 Added 2.54%
21,916 $1.92 Million
Q3 2022

Nov 10, 2022

BUY
$67.49 - $84.09 $77,613 - $96,703
1,150 Added 5.69%
21,373 $1.54 Million
Q2 2022

Jul 22, 2022

BUY
$70.66 - $92.28 $1.43 Million - $1.87 Million
20,223 New
20,223 $1.45 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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