A detailed history of Operose Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Operose Advisors LLC holds 1,529 shares of XLE stock, worth $145,438. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,529
Previous 1,520 0.59%
Holding current value
$145,438
Previous $138,000 2.9%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$84.35 - $93.39 $759 - $840
9 Added 0.59%
1,529 $134,000
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
$53.01 - $59.14 $75,274 - $83,978
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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