A detailed history of Operose Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Operose Advisors LLC holds 1,520 shares of XLE stock, worth $138,517. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,520
Previous 1,520 -0.0%
Holding current value
$138,517
Previous $127,000 12.6%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024

SELL
$81.2 - $91.96 $20,137 - $22,806
-248 Reduced 14.03%
1,520 $127,000
Q3 2023

Nov 13, 2023

BUY
$79.09 - $93.36 $7,909 - $9,336
100 Added 6.0%
1,768 $159,000
Q2 2023

Aug 08, 2023

BUY
$76.59 - $87.23 $18,994 - $21,633
248 Added 17.46%
1,668 $135,000
Q4 2021

Feb 14, 2022

BUY
N/A
1,420 New
1,420 $79,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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