Moneta Group Investment Advisors LLC Energy Sector Spdr Transaction History

Moneta Group Investment Advisors LLC

  • $12.3 Billion
  • Q3 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 6,942 shares of XLE stock, worth $630,541. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,942
Previous 6,843 1.45%
Holding current value
$630,541
Previous $580,000 6.9%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$84.25 - $91.99 $8,340 - $9,107
99 Added 1.45%
6,942 $620,000
Q2 2025

Aug 14, 2025
SELL
$76.44 - $94.13 $58,400 - $71,915
-764 Reduced 10.04%
6,843 $580,000
Q1 2025

May 15, 2025
BUY
$85.7 - $93.96 $141,490 - $155,127
1,651 Added 27.72%
7,607 $710,000
Q4 2024

Feb 11, 2025
BUY
$83.32 - $97.27 $71,321 - $83,263
856 Added 16.78%
5,956 $510,000
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $49,850 - $55,193
591 Added 13.11%
5,100 $447,000
Q2 2024

Aug 13, 2024
SELL
$88.04 - $98.08 $6,162 - $6,865
-70 Reduced 1.53%
4,509 $410,000
Q1 2024

Aug 13, 2024
SELL
$79.91 - $94.41 $639 - $755
-8 Reduced 0.17%
4,579 $432,000
Q4 2023

Feb 15, 2024
SELL
$81.2 - $91.96 $1,542 - $1,747
-19 Reduced 0.41%
4,587 $384,000
Q3 2023

Nov 15, 2023
SELL
$79.09 - $93.36 $64,853 - $76,555
-820 Reduced 15.11%
4,606 $416,000
Q2 2023

Aug 15, 2023
SELL
$76.59 - $87.23 $19,377 - $22,069
-253 Reduced 4.46%
5,426 $440,000
Q1 2023

May 15, 2023
SELL
$76.97 - $93.11 $52,878 - $63,966
-687 Reduced 10.79%
5,679 $470,000
Q4 2022

Feb 16, 2023
BUY
$76.09 - $94.08 $178,507 - $220,711
2,346 Added 58.36%
6,366 $556,000
Q4 2022

Feb 16, 2023
SELL
$76.09 - $94.08 $451 Million - $557 Million
-5,923,327 Reduced 99.93%
4,020 $351,000
Q4 2022

Feb 15, 2023
BUY
$76.09 - $94.08 $451 Million - $557 Million
5,921,432 Added 100108.74%
5,927,347 $518 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $9,448 - $11,772
-140 Reduced 2.31%
5,915 $426,000
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $64,583 - $84,343
914 Added 17.78%
6,055 $433,000
Q1 2022

May 11, 2022
BUY
$57.22 - $78.75 $294,168 - $404,853
5,141 New
5,141 $393,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,285 Closed
0 $0
Q2 2018

Aug 15, 2018
SELL
N/A
-11,328 Reduced 89.81%
1,285 $98,000
Q2 2018

Aug 15, 2018
SELL
N/A
-215 Reduced 1.68%
12,613 $98,000
Q2 2018

Aug 14, 2018
BUY
N/A
12,699 Added 9844.19%
12,828 $112,000
Q1 2018

May 14, 2018
BUY
N/A
129 New
129 $9,000

Others Institutions Holding XLE

# of Institutions
2,135
Shares Held
220M
Call Options Held
60.7M
Put Options Held
114M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email