Okabena Investment Services Inc Energy Sector Spdr Transaction History

Okabena Investment Services Inc

$357 Million
Q4 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 17,445 shares of XLE stock, worth $1.59 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

17,445

Previous 16,997 2.64%

Holding current value

$1.59 Million

Previous $1.49 Million 0.13%

% of portfolio

0.42%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$83.32 - $97.27 $37,327 - $43,576	448 Added 2.64%	17,445 $1.49 Million
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	$67.49 - $84.09 $12,620 - $15,724	187 New	187 $13,000
Q2 2022 Aug 11, 2022	SELL	$70.66 - $92.28 $5,016 - $6,551	-71 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$53.01 - $59.14 $597,369 - $666,448	-11,269 Reduced 99.37%	71 $4,000
Q2 2020 Aug 10, 2020	SELL	$27.62 - $46.86 $39,165 - $66,447	-1,418 Reduced 11.11%	11,340 $429,000
Q4 2019 Feb 12, 2020	BUY	$55.9 - $61.99 $713,172 - $790,868	12,758 New	12,758 $766,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Okabena Investment Services Inc Energy Sector Spdr Transaction History