Schechter Investment Advisors, LLC Energy Sector Spdr Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

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 13,568 shares of XLE stock, worth $1.16 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,568

Previous 13,314 1.91%

Holding current value

$1.16 Million

Previous $1.14 Million 11.14%

% of portfolio

0.15%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$85.7 - $93.96 $21,767 - $23,865	254 Added 1.91%	13,568 $1.27 Million
Q4 2024 Feb 06, 2025	BUY	$83.32 - $97.27 $13,914 - $16,244	167 Added 1.27%	13,314 $1.14 Million
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

2,128

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.

Account

Schechter Investment Advisors, LLC Energy Sector Spdr Transaction History