Okabena Investment Services Inc Energy Sector Spdr Transaction History

Okabena Investment Services Inc

  • $298 Million
  • Q1 2024

A detailed history of Okabena Investment Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Okabena Investment Services Inc holds 16,997 shares of XLE stock, worth $1.52 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
16,997
Previous 17,148 0.88%
Holding current value
$1.52 Million
Previous $1.44 Million 11.62%
% of portfolio
0.54%
Previous 0.56%

Shares

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

May 13, 2024
SELL
$79.91 - $94.41 $12,066 - $14,255
-151 Reduced 0.88%
16,997 $1.6 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $501,572 - $568,036
6,177 Added 56.3%
17,148 $1.44 Million
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $840,268 - $957,000
10,971 New
10,971 $890,000
Q3 2022

Nov 14, 2022
BUY
N/A
187 New
187 $13,000
Q2 2022

Aug 11, 2022
SELL
N/A
-71 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
N/A
-11,269 Reduced 99.37%
71 $4,000
Q2 2020

Aug 10, 2020
SELL
N/A
-1,418 Reduced 11.11%
11,340 $429,000
Q4 2019

Feb 12, 2020
BUY
N/A
12,758 New
12,758 $766,000

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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