Schechter Investment Advisors, LLC Energy Sector Spdr Transaction History

Schechter Investment Advisors, LLC

  • $977 Million
  • Q2 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 13,260 shares of XLE stock, worth $1.15 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
13,260
Previous 13,630 2.71%
Holding current value
$1.15 Million
Previous $1.29 Million 6.07%
% of portfolio
0.12%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$82.68 - $94.08 $32,906 - $37,443
-398 Reduced 3.95%
9,677 $846,000
Q3 2022

Nov 04, 2022
SELL
N/A
-26 Reduced 0.26%
10,075 $726,000
Q2 2022

Nov 03, 2022
BUY
N/A
10,101 New
10,101 $723,000
Q1 2022

Nov 18, 2022
BUY
N/A
4,113 Added 40.82%
14,188 $1.08 Million
Q4 2021

Dec 27, 2022
BUY
N/A
57,039 Added 566.14%
67,114 $3.73 Million

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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