Strategic Wealth Advisors Group, LLC Energy Sector Spdr Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 105,576 shares of XLE stock, worth $9.2 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
105,576
Previous 107,990 2.24%
Holding current value
$9.2 Million
Previous $7.68 Million 0.99%
% of portfolio
0.33%
Previous 0.32%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $162,920 - $202,993
-2,414 Reduced 2.24%
105,576 $7.6 Million
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $209,082 - $273,056
-2,959 Reduced 2.67%
107,990 $7.68 Million
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $3.97 Million - $5.46 Million
69,346 Added 166.69%
110,949 $8.55 Million
Q4 2021

Feb 16, 2022
SELL
$53.01 - $59.14 $2.38 Million - $2.66 Million
-44,970 Reduced 51.94%
41,603 $2.36 Million
Q3 2021

Nov 17, 2021
SELL
$45.79 - $54.81 $580,708 - $695,100
-12,682 Reduced 12.78%
86,573 $4.51 Million
Q2 2021

Aug 10, 2021
SELL
$47.07 - $56.19 $4.79 Million - $5.72 Million
-101,804 Reduced 50.63%
99,255 $5.35 Million
Q1 2021

May 07, 2021
BUY
$37.96 - $53.57 $44,451 - $62,730
1,171 Added 0.59%
201,059 $9.86 Million
Q4 2020

Feb 12, 2021
BUY
$27.71 - $41.6 $520,920 - $782,038
18,799 Added 10.38%
199,888 $7.58 Million
Q3 2020

Nov 30, 2020
BUY
$29.95 - $38.58 $81,493 - $104,976
2,721 Added 1.53%
181,089 $5.42 Million
Q2 2020

Aug 03, 2020
BUY
$27.62 - $46.86 $4.53 Million - $7.69 Million
164,078 Added 1148.2%
178,368 $6.61 Million
Q1 2020

May 05, 2020
BUY
$23.57 - $60.87 $336,815 - $869,832
14,290 New
14,290 $399,000
Q4 2019

Feb 10, 2020
SELL
$55.9 - $61.99 $1.28 Million - $1.42 Million
-22,869 Closed
0 $0
Q3 2019

Nov 04, 2019
BUY
$59.2 - $63.13 $1.35 Million - $1.44 Million
22,869 New
22,869 $1.33 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-10,576 Closed
0 $0
Q1 2019

May 02, 2019
SELL
N/A
-1,386 Reduced 11.59%
10,576 $0
Q4 2018

Feb 12, 2019
BUY
N/A
11,962 New
11,962 $733,000
Q2 2018

Sep 17, 2018
SELL
N/A
-12,538 Closed
0 $0
Q1 2018

May 08, 2018
SELL
N/A
-26,017 Reduced 67.48%
12,538 $845,000
Q4 2017

Mar 08, 2018
BUY
N/A
38,555
38,555 $2.79 Million

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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