Schechter Investment Advisors, LLC Energy Sector Spdr Transaction History

Schechter Investment Advisors, LLC

$997 Million
Q3 2024

A detailed history of Schechter Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 13,147 shares of XLE stock, worth $1.25 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,147

Previous 13,260 0.85%

Holding current value

$1.25 Million

Previous $1.21 Million 4.47%

% of portfolio

0.12%

Previous 0.12%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $9,531 - $10,553	-113 Reduced 0.85%	13,147 $1.15 Million
Q2 2024 Aug 12, 2024	SELL	$88.04 - $98.08 $32,574 - $36,289	-370 Reduced 2.71%	13,260 $1.21 Million
Q1 2024 May 06, 2024	BUY	$79.91 - $94.41 $317,162 - $374,713	3,969 Added 41.08%	13,630 $1.29 Million
Q4 2023 Jan 17, 2024	SELL	$81.2 - $91.96 $3,572 - $4,046	-44 Reduced 0.45%	9,661 $809,000
Q3 2023 Nov 06, 2023	SELL	$79.09 - $93.36 $2,214 - $2,614	-28 Reduced 0.29%	9,705 $877,000
Q2 2023 Jul 26, 2023	SELL	$76.59 - $87.23 $5,208 - $5,931	-68 Reduced 0.69%	9,733 $790,000
Q1 2023 Apr 28, 2023	BUY	$76.97 - $93.11 $9,544 - $11,545	124 Added 1.28%	9,801 $811,000
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $30,283 - $37,443	-398 Reduced 3.95%	9,677 $846,000
Q3 2022 Nov 04, 2022	SELL	$67.49 - $84.09 $1,754 - $2,186	-26 Reduced 0.26%	10,075 $726,000
Q2 2022 Nov 03, 2022	BUY	$70.66 - $92.28 $713,736 - $932,120	10,101 New	10,101 $723,000
Q1 2022 Nov 18, 2022	BUY	$57.22 - $78.75 $235,345 - $323,898	4,113 Added 40.82%	14,188 $1.08 Million
Q4 2021 Dec 27, 2022	BUY	$53.01 - $59.14 $3.02 Million - $3.37 Million	57,039 Added 566.14%	67,114 $3.73 Million

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Schechter Investment Advisors, LLC Energy Sector Spdr Transaction History