A detailed history of Moneco Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Moneco Advisors, LLC holds 16,472 shares of XLE stock, worth $1.54 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
16,472
Previous 8,914 84.79%
Holding current value
$1.54 Million
Previous $841,000 78.48%
% of portfolio
0.22%
Previous 0.14%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$88.04 - $98.08 $665,406 - $741,288
7,558 Added 84.79%
16,472 $1.5 Million
Q1 2024

Jul 19, 2024

SELL
$79.91 - $94.41 $6,153 - $7,269
-77 Reduced 0.86%
8,914 $841,000
Q1 2024

Apr 25, 2024

BUY
$79.91 - $94.41 $2,716 - $3,209
34 Added 0.38%
8,991 $848,000
Q4 2023

Mar 13, 2024

SELL
$81.2 - $91.96 $13,316 - $15,081
-164 Reduced 1.8%
8,957 $750,000
Q4 2023

Feb 05, 2024

SELL
$81.2 - $91.96 $13,235 - $14,989
-163 Reduced 1.78%
8,991 $753,000
Q3 2023

Mar 13, 2024

SELL
$79.09 - $93.36 $45,318 - $53,495
-573 Reduced 5.91%
9,121 $824,000
Q3 2023

Nov 03, 2023

SELL
$79.09 - $93.36 $38,754 - $45,746
-490 Reduced 5.08%
9,154 $827,000
Q2 2023

Mar 13, 2024

BUY
$76.59 - $87.23 $53,842 - $61,322
703 Added 7.82%
9,694 $786,000
Q2 2023

Aug 02, 2023

BUY
$76.59 - $87.23 $44,115 - $50,244
576 Added 6.35%
9,644 $782,000
Q1 2023

May 11, 2023

BUY
$76.97 - $93.11 $66,656 - $80,633
866 Added 10.56%
9,068 $751,000
Q4 2022

Jan 27, 2023

BUY
$76.09 - $94.08 $152,332 - $188,348
2,002 Added 32.29%
8,202 $717,000
Q3 2022

Nov 01, 2022

BUY
$67.49 - $84.09 $109,333 - $136,225
1,620 Added 35.37%
6,200 $447,000
Q2 2022

Aug 10, 2022

BUY
$70.66 - $92.28 $323,622 - $422,642
4,580 New
4,580 $328,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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