Tiedemann Advisors, LLC Energy Sector Spdr Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$76.97 - $93.11 $905,705 - $1.1 Million	11,767 New	11,767 $974,000
Q2 2022 Aug 03, 2022	SELL	$70.66 - $92.28 $968,042 - $1.26 Million	-13,700 Reduced 20.61%	52,786 $3.78 Million
Q1 2022 Apr 27, 2022	SELL	$57.22 - $78.75 $5.91 Million - $8.14 Million	-103,339 Reduced 60.85%	66,486 $5.08 Million
Q4 2021 Feb 09, 2022	BUY	$53.01 - $59.14 $5.3 Million - $5.91 Million	100,000 Added 143.22%	169,825 $4.46 Million
Q3 2021 Nov 12, 2021	SELL	$45.79 - $54.81 $45,790 - $54,810	-1,000 Reduced 1.41%	69,825 $3.64 Million
Q4 2020 Feb 16, 2021	BUY	$27.71 - $41.6 $1.96 Million - $2.95 Million	70,825 New	70,825 $2.68 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-12,900 Closed	0 $0
Q3 2017 Nov 28, 2017	SELL	N/A	-133 Reduced 1.02%	12,900 $883,000
Q3 2017 Nov 13, 2017	BUY	N/A	133 Added 1.03%	13,033 $8,000
Q2 2017 Aug 14, 2017	BUY	N/A	12,900	12,900 $837,000

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.21 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.72 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.45 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$810 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$786 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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