A detailed history of Sage Mountain Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 6,082 shares of XLE stock, worth $529,742. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,082
Previous 5,680 7.08%
Holding current value
$529,742
Previous $536,000 3.36%
% of portfolio
0.05%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$88.04 - $98.08 $35,392 - $39,428
402 Added 7.08%
6,082 $554,000
Q1 2024

Apr 23, 2024

BUY
$79.91 - $94.41 $164,694 - $194,579
2,061 Added 56.95%
5,680 $536,000
Q2 2022

Aug 25, 2022

SELL
N/A
-11 Reduced 0.3%
3,619 $259,000
Q2 2022

Aug 01, 2022

SELL
N/A
-97 Reduced 2.6%
3,630 $260,000
Q1 2022

Aug 25, 2022

SELL
N/A
-11 Reduced 0.29%
3,727 $285,000
Q1 2022

May 10, 2022

BUY
N/A
231 Added 6.59%
3,738 $286,000
Q4 2021

Feb 02, 2022

BUY
N/A
10 Added 0.29%
3,507 $195,000
Q3 2021

Nov 01, 2021

BUY
N/A
2,652 Added 313.85%
3,497 $182,000
Q1 2021

May 10, 2021

SELL
N/A
-45 Reduced 5.06%
845 $41,000
Q4 2020

Jan 21, 2021

BUY
N/A
890 New
890 $34,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain 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 Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.