Strategic Investment Advisors Energy Sector Spdr Transaction History

Strategic Investment Advisors

$777 Million
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $8,850 - $10,023	109 Added 1.83%	6,076 $509,000
Q3 2023 Oct 24, 2023	BUY	$79.09 - $93.36 $471,930 - $557,079	5,967 New	5,967 $539,000
Q1 2023 Apr 27, 2023	BUY	$76.97 - $93.11 $265,084 - $320,670	3,444 Added 87.75%	7,369 $610,000
Q4 2022 Jan 19, 2023	SELL	$82.68 - $94.08 $341,799 - $388,926	-4,134 Reduced 51.3%	3,925 $0
Q3 2022 Oct 27, 2022	SELL	N/A	-1,281 Reduced 13.72%	8,059 $580,000

Q2 2022 Aug 15, 2022	BUY	N/A	4,508 Added 93.29%	9,340 $668,000
Q1 2022 Apr 28, 2022	SELL	N/A	-14,555 Reduced 75.08%	4,832 $369,000
Q4 2021 Jan 26, 2022	BUY	N/A	19,387 New	19,387 $1.08 Million
Q3 2021 Oct 19, 2021	SELL	N/A	-10,669 Closed	0 $0
Q2 2021 Jul 22, 2021	SELL	N/A	-11,676 Reduced 52.25%	10,669 $575,000
Q1 2021 Apr 14, 2021	BUY	N/A	22,345 New	22,345 $1.1 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-4,967 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	N/A	-313 Reduced 5.93%	4,967 $328,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,280 New	5,280 $303,000

Others Institutions Holding XLE

# of Institutions

2,029

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

About ENERGY SECTOR SPDR

Ticker XLE
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