Sterling Investment Advisors, Ltd. Energy Sector Spdr Transaction History

Sterling Investment Advisors, Ltd.

  • $426 Million
  • Q2 2025

A detailed history of Sterling Investment Advisors, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 9,627 shares of XLE stock, worth $812,422. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,627
Previous 6,725 43.15%
Holding current value
$812,422
Previous $628,000 29.94%
% of portfolio
0.19%
Previous 0.16%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$76.44 - $94.13 $221,828 - $273,165
2,902 Added 43.15%
9,627 $816,000
Q1 2025

May 07, 2025
BUY
$85.7 - $93.96 $318,546 - $349,249
3,717 Added 123.57%
6,725 $628,000
Q4 2024

Feb 04, 2025
BUY
$83.32 - $97.27 $250,626 - $292,588
3,008 New
3,008 $257,000
Q2 2022

Aug 05, 2022
SELL
$70.66 - $92.28 $6,924 - $9,043
-98 Reduced 5.76%
1,602 $115,000
Q1 2022

May 03, 2022
BUY
$57.22 - $78.75 $91,552 - $126,000
1,600 Added 1600.0%
1,700 $130,000
Q3 2021

Nov 09, 2021
SELL
$45.79 - $54.81 $12,821 - $15,346
-280 Reduced 73.68%
100 $5,000
Q1 2021

May 04, 2021
BUY
$37.96 - $53.57 $10,628 - $14,999
280 Added 280.0%
380 $19,000
Q4 2020

Jan 21, 2021
SELL
$27.71 - $41.6 $1,385 - $2,080
-50 Reduced 33.33%
100 $4,000
Q1 2020

Apr 30, 2020
BUY
$23.57 - $60.87 $1,178 - $3,043
50 Added 50.0%
150 $4,000
Q4 2019

Feb 10, 2020
SELL
$55.9 - $61.99 $7,658 - $8,492
-137 Reduced 57.81%
100 $6,000
Q2 2019

Aug 06, 2019
BUY
N/A
137 Added 137.0%
237 $15,000
Q4 2018

Jan 18, 2019
SELL
N/A
-49 Reduced 32.89%
100 $5,000
Q3 2018

Nov 09, 2018
SELL
N/A
-51 Reduced 25.5%
149 $11,000
Q2 2017

Aug 09, 2017
BUY
N/A
200
200 $13,000

Others Institutions Holding XLE

# of Institutions
2,111
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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