A detailed history of Signature Estate & Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 423,020 shares of XLE stock, worth $35.6 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
423,020
Previous 350,954 20.53%
Holding current value
$35.6 Million
Previous $32 Million 16.11%
% of portfolio
0.86%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$84.35 - $93.39 $6.08 Million - $6.73 Million
72,066 Added 20.53%
423,020 $37.1 Million
Q2 2024

Jul 25, 2024

BUY
$88.04 - $98.08 $30.9 Million - $34.4 Million
350,954 New
350,954 $32 Million
Q1 2023

May 03, 2023

BUY
$76.97 - $93.11 $6,311 - $7,635
82 Added 1.91%
4,367 $362,000
Q4 2022

Jan 11, 2023

SELL
$76.09 - $94.08 $3,043 - $3,763
-40 Reduced 0.92%
4,285 $374,000
Q3 2022

Oct 20, 2022

BUY
$67.49 - $84.09 $291,894 - $363,689
4,325 New
4,325 $312,000
Q1 2020

May 07, 2020

SELL
$23.57 - $60.87 $78,582 - $202,940
-3,334 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$55.9 - $61.99 $186,370 - $206,674
3,334 New
3,334 $0
Q2 2018

Jul 24, 2018

SELL
N/A
-7,257 Closed
0 $0
Q1 2018

Apr 16, 2018

BUY
N/A
7,257 New
7,257 $489,000
Q4 2017

Feb 02, 2018

SELL
N/A
-9,749 Closed
0 $0
Q3 2017

Nov 07, 2017

BUY
N/A
1,419 Added 17.03%
9,749 $668,000
Q2 2017

Aug 14, 2017

BUY
N/A
8,330
8,330 $541,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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