Morris Retirement Advisors, LLC Energy Sector Spdr Transaction History

Morris Retirement Advisors, LLC

  • $167 Million
  • Q1 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,651 shares of XLE stock, worth $237,397. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,651
Previous 3,318 20.1%
Holding current value
$237,397
Previous $278,000 10.07%
% of portfolio
0.15%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$79.91 - $94.41 $53,299 - $62,971
-667 Reduced 20.1%
2,651 $250,000
Q4 2023

Feb 12, 2024
SELL
$81.2 - $91.96 $2.75 Million - $3.11 Million
-33,811 Reduced 91.06%
3,318 $278,000
Q3 2023

Nov 08, 2023
SELL
$79.09 - $93.36 $27,997 - $33,049
-354 Reduced 0.94%
37,129 $3.36 Million
Q2 2023

Jul 17, 2023
SELL
$76.59 - $87.23 $1.36 Million - $1.55 Million
-17,752 Reduced 32.14%
37,483 $3.04 Million
Q1 2023

Apr 13, 2023
SELL
$76.97 - $93.11 $243,610 - $294,693
-3,165 Reduced 5.42%
55,235 $4.58 Million
Q4 2022

Feb 02, 2023
SELL
$82.68 - $94.08 $211,826 - $241,032
-2,562 Reduced 4.2%
58,400 $5.11 Million
Q3 2022

Oct 14, 2022
BUY
N/A
1,129 Added 1.89%
60,962 $4.88 Million
Q2 2022

Aug 08, 2022
SELL
N/A
-32,577 Reduced 35.25%
59,833 $4.28 Million
Q1 2022

May 10, 2022
BUY
N/A
8,371 Added 9.96%
92,410 $7.06 Million
Q4 2021

Feb 02, 2022
SELL
N/A
-307 Reduced 0.36%
84,039 $4.66 Million
Q3 2021

Oct 28, 2021
SELL
N/A
-4,072 Reduced 4.61%
84,346 $4.39 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-17,996 Reduced 16.91%
88,418 $4.76 Million
Q1 2021

May 04, 2021
BUY
N/A
106,414 New
106,414 $5.22 Million

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

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