Toth Financial Advisory Corp Energy Sector Spdr Transaction History

Toth Financial Advisory Corp

$795 Million
Q1 2025

A detailed history of Toth Financial Advisory Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Toth Financial Advisory Corp holds 90,907 shares of XLE stock, worth $7.41 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

90,907

Previous 89,652 1.4%

Holding current value

$7.41 Million

Previous $7.68 Million 9.42%

% of portfolio

1.06%

Previous 0.94%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$85.7 - $93.96 $107,553 - $117,919	1,255 Added 1.4%	90,907 $8.4 Million
Q4 2024 Jan 21, 2025	BUY	$83.32 - $97.27 $139,894 - $163,316	1,679 Added 1.91%	89,652 $7.68 Million
Q3 2024 Oct 21, 2024	SELL	$84.35 - $93.39 $68,323 - $75,645	-810 Reduced 0.91%	87,973 $7.72 Million
Q2 2024 Jul 16, 2024	SELL	$88.04 - $98.08 $19,985 - $22,264	-227 Reduced 0.26%	88,783 $8.09 Million
Q1 2024 Apr 16, 2024	BUY	$79.91 - $94.41 $417,449 - $493,197	5,224 Added 6.23%	89,010 $8.4 Million
Q4 2023 Jan 26, 2024	BUY	$81.2 - $91.96 $110,188 - $124,789	1,357 Added 1.65%	83,786 $7.02 Million
Q3 2023 Oct 12, 2023	BUY	$79.09 - $93.36 $536,942 - $633,821	6,789 Added 8.98%	82,429 $7.45 Million
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $28,414 - $32,362	-371 Reduced 0.49%	75,640 $6.14 Million
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $26,862 - $32,495	349 Added 0.46%	76,011 $6.3 Million
Q4 2022 Jan 24, 2023	BUY	$76.09 - $94.08 $201,714 - $249,406	2,651 Added 3.63%	75,662 $0
Q3 2022 Oct 14, 2022	SELL	$67.49 - $84.09 $34,352 - $42,801	-509 Reduced 0.69%	73,011 $5.26 Million
Q2 2022 Jul 25, 2022	SELL	$70.66 - $92.28 $2,685 - $3,506	-38 Reduced 0.05%	73,520 $5.26 Million
Q1 2022 Apr 26, 2022	BUY	$57.22 - $78.75 $725,664 - $998,707	12,682 Added 20.83%	73,558 $5.62 Million
Q4 2021 Jan 31, 2022	BUY	$53.01 - $59.14 $933,771 - $1.04 Million	17,615 Added 40.72%	60,876 $3.38 Million
Q3 2021 Oct 20, 2021	BUY	$45.79 - $54.81 $496,684 - $594,524	10,847 Added 33.46%	43,261 $2.25 Million
Q2 2021 Jul 26, 2021	BUY	$47.07 - $56.19 $451,307 - $538,749	9,588 Added 42.0%	32,414 $1.75 Million
Q1 2021 Apr 20, 2021	BUY	$37.96 - $53.57 $638,828 - $901,529	16,829 Added 280.62%	22,826 $1.12 Million
Q4 2020 Jan 25, 2021	SELL	$27.71 - $41.6 $12,857 - $19,302	-464 Reduced 7.18%	5,997 $227,000
Q3 2020 Oct 16, 2020	SELL	$29.95 - $38.58 $31,986 - $41,203	-1,068 Reduced 14.19%	6,461 $194,000
Q2 2020 Jul 14, 2020	BUY	$27.62 - $46.86 $176,574 - $299,575	6,393 Added 562.76%	7,529 $0
Q1 2020 Apr 20, 2020	SELL	$23.57 - $60.87 $2,616 - $6,756	-111 Reduced 8.9%	1,136 $0
Q4 2019 Jan 27, 2020	BUY	$55.9 - $61.99 $34,210 - $37,937	612 Added 96.38%	1,247 $75,000
Q3 2019 Oct 15, 2019	BUY	$59.2 - $63.13 $5,920 - $6,313	100 Added 18.69%	635 $38,000
Q2 2019 Jul 17, 2019	BUY	N/A	25 Added 4.9%	535 $34,000
Q1 2019 Apr 15, 2019	SELL	N/A	-215 Reduced 29.66%	510 $34,000
Q4 2018 Jan 22, 2019	SELL	N/A	-40,793 Reduced 98.25%	725 $42,000
Q3 2018 Oct 15, 2018	BUY	N/A	893 Added 2.2%	41,518 $3.15 Million
Q2 2018 Jul 23, 2018	BUY	N/A	5,051 Added 14.2%	40,625 $3.09 Million
Q1 2018 Apr 25, 2018	BUY	N/A	8,529 Added 31.54%	35,574 $2.4 Million
Q4 2017 Feb 06, 2018	BUY	N/A	2,744 Added 11.29%	27,045 $1.95 Million
Q3 2017 Oct 11, 2017	BUY	N/A	24,301	24,301 $1.66 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

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About ENERGY SECTOR SPDR

Ticker XLE
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Toth Financial Advisory Corp Energy Sector Spdr Transaction History