Retirement Income Solutions, Inc Energy Sector Spdr Transaction History

Retirement Income Solutions, Inc

  • $486 Million
  • Q4 2024

A detailed history of Retirement Income Solutions, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 10,921 shares of XLE stock, worth $993,811. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,921
Previous 12,031 9.23%
Holding current value
$993,811
Previous $1.06 Million 11.46%
% of portfolio
0.19%
Previous 0.24%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$83.32 - $97.27 $92,485 - $107,969
-1,110 Reduced 9.23%
10,921 $935,000
Q3 2024

Nov 08, 2024
SELL
$84.35 - $93.39 $56,261 - $62,291
-667 Reduced 5.25%
12,031 $1.06 Million
Q2 2024

Aug 01, 2024
SELL
$88.04 - $98.08 $12,413 - $13,829
-141 Reduced 1.1%
12,698 $1.16 Million
Q1 2024

May 03, 2024
BUY
$79.91 - $94.41 $7,911 - $9,346
99 Added 0.78%
12,839 $1.21 Million
Q3 2023

Nov 01, 2023
SELL
$79.09 - $93.36 $108,827 - $128,463
-1,376 Reduced 9.75%
12,740 $1.15 Million
Q2 2023

Jul 28, 2023
BUY
$76.59 - $87.23 $7,582 - $8,635
99 Added 0.71%
14,116 $1.15 Million
Q1 2023

May 05, 2023
SELL
$76.97 - $93.11 $384,003 - $464,525
-4,989 Reduced 26.25%
14,017 $1.16 Million
Q4 2022

Feb 08, 2023
BUY
$76.09 - $94.08 $262,586 - $324,670
3,451 Added 22.19%
19,006 $1.66 Million
Q3 2022

Nov 02, 2022
SELL
$67.49 - $84.09 $405,007 - $504,624
-6,001 Reduced 27.84%
15,555 $1.13 Million
Q2 2022

Aug 16, 2022
BUY
$70.66 - $92.28 $170,997 - $223,317
2,420 Added 12.65%
21,556 $1.54 Million
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $1.09 Million - $1.51 Million
19,136 New
19,136 $1.46 Billion

Others Institutions Holding XLE

# of Institutions
2,172
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Retirement Income Solutions, Inc Portfolio

Follow Retirement Income Solutions, Inc 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 Retirement Income Solutions, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Income Solutions, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email