Resonant Capital Advisors, LLC Energy Sector Spdr Transaction History

Resonant Capital Advisors, LLC

$1.17 Billion
Q1 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 173,215 shares of XLE stock, worth $15.9 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

173,215

Previous 165,770 4.49%

Holding current value

$15.9 Million

Previous $13.9 Million 17.66%

% of portfolio

1.4%

Previous 1.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$79.91 - $94.41 $594,929 - $702,882	7,445 Added 4.49%	173,215 $16.4 Million
Q4 2023 Jan 31, 2024	SELL	$81.2 - $91.96 $114,410 - $129,571	-1,409 Reduced 0.84%	165,770 $13.9 Million
Q3 2023 Oct 31, 2023	BUY	$79.09 - $93.36 $35,669 - $42,105	451 Added 0.27%	167,179 $15.1 Million
Q2 2023 Jul 25, 2023	BUY	$76.59 - $87.23 $502,200 - $571,967	6,557 Added 4.09%	166,728 $13.5 Million
Q1 2023 Apr 21, 2023	BUY	$76.97 - $93.11 $916,404 - $1.11 Million	11,906 Added 8.03%	160,171 $13.3 Million

Q4 2022 Jan 23, 2023	BUY	$82.68 - $94.08 $340,889 - $387,891	4,123 Added 2.86%	148,265 $0
Q3 2022 Oct 20, 2022	BUY	N/A	31,025 Added 27.43%	144,142 $10.4 Million
Q2 2022 Jul 12, 2022	SELL	N/A	-3,385 Reduced 2.91%	113,117 $8.09 Million
Q1 2022 Apr 19, 2022	BUY	N/A	3,044 Added 2.68%	116,502 $8.98 Million
Q4 2021 Jan 26, 2022	BUY	N/A	15,148 Added 15.41%	113,458 $6.3 Million
Q3 2021 Oct 18, 2021	BUY	N/A	12,622 Added 14.73%	98,310 $5.12 Million
Q2 2021 Jul 16, 2021	BUY	N/A	85,688 New	85,688 $4.62 Million

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

Ticker XLE
Sector ETFs
Industry ETFs

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Resonant Capital Advisors, LLC Energy Sector Spdr Transaction History