Sheaff Brock Investment Advisors, LLC Energy Sector Spdr Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 8,517 shares of XLE stock, worth $694,391. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,517
Previous 8,599 0.95%
Holding current value
$694,391
Previous $736,000 8.02%
% of portfolio
0.07%
Previous 0.06%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$85.7 - $93.96 $7,027 - $7,704
-82 Reduced 0.95%
8,517 $795,000
Q4 2024

Jan 30, 2025
BUY
$83.32 - $97.27 $1,583 - $1,848
19 Added 0.22%
8,599 $736,000
Q3 2024

Nov 06, 2024
BUY
$84.35 - $93.39 $1,602 - $1,774
19 Added 0.22%
8,580 $753,000
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $129,859 - $144,668
1,475 Added 20.82%
8,561 $780,000
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $9,429 - $11,140
118 Added 1.69%
7,086 $668,000
Q4 2023

Feb 08, 2024
BUY
$81.2 - $91.96 $1,786 - $2,023
22 Added 0.32%
6,968 $584,000
Q3 2023

Nov 08, 2023
SELL
$79.09 - $93.36 $37,725 - $44,532
-477 Reduced 6.43%
6,946 $627,000
Q2 2023

Aug 08, 2023
SELL
$76.59 - $87.23 $48,328 - $55,042
-631 Reduced 7.83%
7,423 $602,000
Q1 2023

May 01, 2023
SELL
$76.97 - $93.11 $23,091 - $27,933
-300 Reduced 3.59%
8,054 $667,000
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $5,250 - $6,491
69 Added 0.83%
8,354 $730,000
Q3 2022

Nov 03, 2022
BUY
$67.49 - $84.09 $7,423 - $9,249
110 Added 1.35%
8,285 $597,000
Q2 2022

Aug 02, 2022
BUY
$70.66 - $92.28 $62,675 - $81,852
887 Added 12.17%
8,175 $585,000
Q1 2022

May 06, 2022
BUY
$57.22 - $78.75 $41,141 - $56,621
719 Added 10.95%
7,288 $558,000
Q4 2021

Jun 02, 2022
BUY
$53.01 - $59.14 $140,105 - $156,307
2,643 Added 67.32%
6,569 $365,000
Q4 2021

Feb 03, 2022
SELL
$53.01 - $59.14 $140,264 - $156,484
-2,646 Reduced 40.26%
3,926 $218,000
Q3 2021

Jun 02, 2022
BUY
$45.79 - $54.81 $300,931 - $360,211
6,572 New
6,572 $342,000
Q3 2021

Nov 03, 2021
SELL
$45.79 - $54.81 $299,832 - $358,895
-6,548 Closed
0 $0
Q2 2021

Jun 02, 2022
BUY
$47.07 - $56.19 $129,113 - $154,129
2,743 Added 72.09%
6,548 $353,000
Q2 2021

Aug 16, 2021
SELL
$47.07 - $56.19 $128,171 - $153,005
-2,723 Reduced 41.71%
3,805 $205,000
Q1 2021

Jun 02, 2022
BUY
$37.96 - $53.57 $247,802 - $349,704
6,528 New
6,528 $321,000
Q1 2021

May 11, 2021
SELL
$37.96 - $53.57 $243,171 - $343,169
-6,406 Closed
0 $0
Q4 2020

Feb 01, 2021
SELL
$27.71 - $41.6 $44,779 - $67,225
-1,616 Reduced 20.14%
6,406 $243,000
Q3 2020

Oct 30, 2020
BUY
$29.95 - $38.58 $42,259 - $54,436
1,411 Added 21.34%
8,022 $240,000
Q2 2020

Aug 07, 2020
BUY
$27.62 - $46.86 $182,595 - $309,791
6,611 New
6,611 $250,000
Q1 2020

Apr 30, 2020
SELL
$23.57 - $60.87 $153,040 - $395,228
-6,493 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$55.9 - $61.99 $20,627 - $22,874
-369 Reduced 5.38%
6,493 $390,000
Q3 2019

Oct 28, 2019
SELL
$59.2 - $63.13 $10,182 - $10,858
-172 Reduced 2.45%
6,862 $406,000
Q2 2019

Jul 31, 2019
BUY
N/A
20 Added 0.29%
7,034 $448,000
Q1 2019

Apr 29, 2019
SELL
N/A
-34 Reduced 0.48%
7,014 $464,000
Q4 2018

Jan 28, 2019
SELL
N/A
-1,631 Reduced 18.79%
7,048 $404,000
Q3 2018

Nov 09, 2018
SELL
N/A
-386 Reduced 4.26%
8,679 $657,000
Q2 2018

Jul 31, 2018
SELL
N/A
-936 Reduced 9.36%
9,065 $688,000
Q1 2018

May 03, 2018
BUY
N/A
615 Added 6.55%
10,001 $674,000
Q4 2017

Feb 12, 2018
SELL
N/A
-2,302 Reduced 19.7%
9,386 $678,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,028 Added 52.58%
11,688 $800,000
Q2 2017

Aug 09, 2017
BUY
N/A
7,660
7,660 $497,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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

Track Sheaff Brock Investment Advisors, LLC Portfolio

Follow Sheaff Brock Investment 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 Sheaff Brock Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sheaff Brock Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email