Resonant Capital Advisors, LLC Energy Sector Spdr Transaction History

Resonant Capital Advisors, LLC

$1.35 Billion
Q4 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 193,508 shares of XLE stock, worth $17.5 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

193,508

Previous 190,851 1.39%

Holding current value

$17.5 Million

Previous $16.8 Million 1.08%

% of portfolio

1.23%

Previous 1.25%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $221,381 - $258,446	2,657 Added 1.39%	193,508 $16.6 Million
Q3 2024 Oct 18, 2024	BUY	$84.35 - $93.39 $547,431 - $606,101	6,490 Added 3.52%	190,851 $16.8 Million
Q2 2024 Aug 01, 2024	BUY	$88.04 - $98.08 $981,293 - $1.09 Million	11,146 Added 6.43%	184,361 $16.8 Million
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	$76.09 - $94.08 $313,719 - $387,891	4,123 Added 2.86%	148,265 $0
Q3 2022 Oct 20, 2022	BUY	$67.49 - $84.09 $2.09 Million - $2.61 Million	31,025 Added 27.43%	144,142 $10.4 Million
Q2 2022 Jul 12, 2022	SELL	$70.66 - $92.28 $239,184 - $312,367	-3,385 Reduced 2.91%	113,117 $8.09 Million
Q1 2022 Apr 19, 2022	BUY	$57.22 - $78.75 $174,177 - $239,715	3,044 Added 2.68%	116,502 $8.98 Million
Q4 2021 Jan 26, 2022	BUY	$53.01 - $59.14 $802,995 - $895,852	15,148 Added 15.41%	113,458 $6.3 Million
Q3 2021 Oct 18, 2021	BUY	$45.79 - $54.81 $577,961 - $691,811	12,622 Added 14.73%	98,310 $5.12 Million
Q2 2021 Jul 16, 2021	BUY	$47.07 - $56.19 $4.03 Million - $4.81 Million	85,688 New	85,688 $4.62 Million

Others Institutions Holding XLE

# of Institutions

2,084

Shares Held

235M

Call Options Held

45.8M

Put Options Held

111M

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