A detailed history of Resources Investment Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 36,820 shares of XLE stock, worth $3.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
36,820
Previous 36,339 1.32%
Holding current value
$3.1 Million
Previous $3.31 Million 2.42%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 06, 2024

BUY
$84.35 - $93.39 $40,572 - $44,920
481 Added 1.32%
36,820 $3.23 Million
Q2 2024

Aug 02, 2024

BUY
$88.04 - $98.08 $1.55 Million - $1.72 Million
17,584 Added 93.76%
36,339 $3.31 Million
Q1 2024

May 10, 2024

BUY
$79.91 - $94.41 $9,509 - $11,234
119 Added 0.64%
18,755 $1.77 Million
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $408,760 - $462,926
-5,034 Reduced 21.27%
18,636 $1.56 Million
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $217,813 - $257,113
2,754 Added 13.17%
23,670 $2.14 Million
Q2 2023

Aug 07, 2023

BUY
$76.59 - $87.23 $36,686 - $41,783
479 Added 2.34%
20,916 $1.7 Million
Q1 2023

May 10, 2023

SELL
$76.97 - $93.11 $3.3 Million - $4 Million
-42,929 Reduced 67.75%
20,437 $1.69 Million
Q4 2022

Feb 02, 2023

BUY
$76.09 - $94.08 $2.29 Million - $2.83 Million
30,074 Added 90.33%
63,366 $5.54 Million
Q3 2022

Nov 08, 2022

BUY
$67.49 - $84.09 $637,443 - $794,230
9,445 Added 39.61%
33,292 $2.4 Million
Q2 2022

Aug 08, 2022

SELL
$70.66 - $92.28 $21,480 - $28,053
-304 Reduced 1.26%
23,847 $1.71 Million
Q1 2022

May 05, 2022

SELL
$57.22 - $78.75 $60,595 - $83,396
-1,059 Reduced 4.2%
24,151 $1.85 Million
Q4 2021

Feb 23, 2022

SELL
$53.01 - $59.14 $139,416 - $155,538
-2,630 Reduced 9.45%
25,210 $1.4 Million
Q3 2021

Nov 05, 2021

SELL
$45.79 - $54.81 $67,219 - $80,461
-1,468 Reduced 5.01%
27,840 $0
Q2 2021

Aug 09, 2021

BUY
$47.07 - $56.19 $91,315 - $109,008
1,940 Added 7.09%
29,308 $0
Q1 2021

May 10, 2021

BUY
$37.96 - $53.57 $36,897 - $52,070
972 Added 3.68%
27,368 $0
Q4 2020

Feb 08, 2021

BUY
$27.71 - $41.6 $134,947 - $202,592
4,870 Added 22.62%
26,396 $0
Q3 2020

Oct 09, 2020

SELL
$29.95 - $38.58 $68,136 - $87,769
-2,275 Reduced 9.56%
21,526 $0
Q2 2020

Aug 14, 2020

BUY
$27.62 - $46.86 $301,941 - $512,273
10,932 Added 84.95%
23,801 $0
Q1 2020

May 14, 2020

BUY
$23.57 - $60.87 $46,220 - $119,366
1,961 Added 17.98%
12,869 $0
Q4 2019

Feb 07, 2020

BUY
$55.9 - $61.99 $26,049 - $28,887
466 Added 4.46%
10,908 $0
Q3 2019

Nov 08, 2019

BUY
$59.2 - $63.13 $116,860 - $124,618
1,974 Added 23.31%
10,442 $0
Q2 2019

Aug 12, 2019

BUY
N/A
6,175 Added 269.3%
8,468 $0
Q1 2019

May 10, 2019

SELL
N/A
-673 Reduced 22.69%
2,293 $0
Q4 2018

Feb 12, 2019

BUY
N/A
2,966 New
2,966 $170,000
Q3 2018

Nov 07, 2018

SELL
N/A
-8,019 Closed
0 $0
Q2 2018

Aug 15, 2018

SELL
N/A
-121,646 Reduced 93.82%
8,019 $609,000
Q1 2018

May 14, 2018

BUY
N/A
20,737 Added 19.04%
129,665 $8.74 Million
Q4 2017

Jan 31, 2018

BUY
N/A
4,547 Added 4.36%
108,928 $7.87 Million
Q3 2017

Nov 13, 2017

SELL
N/A
-13,664 Reduced 11.58%
104,381 $7.15 Million
Q2 2017

Aug 14, 2017

BUY
N/A
118,045
118,045 $7.66 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Resources Investment Advisors, Llc. Portfolio

Follow Resources Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.