Optimum Investment Advisors Energy Sector Spdr Transaction History

Optimum Investment Advisors

  • $216 Million
  • Q1 2024

A detailed history of Optimum Investment Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Optimum Investment Advisors holds 4,030 shares of XLE stock, worth $368,865. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,030
Previous 3,943 2.21%
Holding current value
$368,865
Previous $330,000 15.15%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Apr 11, 2024
BUY
$79.91 - $94.41 $6,952 - $8,213
87 Added 2.21%
4,030 $380,000
Q4 2023

Jan 08, 2024
BUY
$81.2 - $91.96 $34,022 - $38,531
419 Added 11.89%
3,943 $330,000
Q3 2023

Oct 13, 2023
BUY
$79.09 - $93.36 $13,128 - $15,497
166 Added 4.94%
3,524 $318,000
Q2 2023

Aug 03, 2023
SELL
$76.59 - $87.23 $18,381 - $20,935
-240 Reduced 6.67%
3,358 $272,000
Q1 2023

May 03, 2023
BUY
$76.97 - $93.11 $68,734 - $83,147
893 Added 33.01%
3,598 $298,000
Q4 2022

Jan 05, 2023
BUY
$82.68 - $94.08 $36,048 - $41,018
436 Added 19.22%
2,705 $0
Q3 2022

Oct 24, 2022
BUY
N/A
123 Added 5.73%
2,269 $163,000
Q2 2022

Jul 12, 2022
BUY
N/A
362 Added 20.29%
2,146 $153,000
Q1 2022

Apr 08, 2022
SELL
N/A
-226 Reduced 11.24%
1,784 $136,000
Q4 2021

Mar 17, 2022
SELL
N/A
-937 Reduced 31.8%
2,010 $112,000
Q3 2021

Oct 22, 2021
SELL
N/A
-176 Reduced 5.64%
2,947 $153,000
Q2 2021

Aug 02, 2021
SELL
N/A
-177 Reduced 5.36%
3,123 $168,000
Q1 2021

Apr 15, 2021
BUY
N/A
88 Added 2.74%
3,300 $162,000
Q4 2020

Jan 21, 2021
BUY
N/A
55 Added 1.74%
3,212 $122,000
Q3 2020

Oct 06, 2020
BUY
N/A
8 Added 0.25%
3,157 $95,000
Q2 2020

Jul 16, 2020
BUY
N/A
233 Added 7.99%
3,149 $119,000
Q1 2020

Apr 21, 2020
SELL
N/A
-261 Reduced 8.22%
2,916 $85,000
Q4 2019

Jan 22, 2020
BUY
N/A
107 Added 3.49%
3,177 $191,000
Q3 2019

Oct 17, 2019
BUY
N/A
46 Added 1.52%
3,070 $182,000
Q2 2019

Jul 29, 2019
BUY
N/A
170 Added 5.96%
3,024 $193,000
Q1 2019

May 03, 2019
BUY
N/A
37 Added 1.31%
2,854 $189,000
Q4 2018

Feb 04, 2019
BUY
N/A
25 Added 0.9%
2,817 $162,000
Q3 2018

Oct 05, 2018
SELL
N/A
-172 Reduced 5.8%
2,792 $211,000
Q2 2018

Oct 05, 2018
SELL
N/A
-26 Reduced 0.87%
2,964 $225,000
Q1 2018

May 09, 2018
BUY
N/A
168 Added 5.95%
2,990 $202,000
Q4 2017

Jan 16, 2018
BUY
N/A
2,822
2,822 $204,000

Others Institutions Holding XLE

# of Institutions
2,029
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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