Transamerica Financial Advisors, Inc. Energy Sector Spdr Transaction History

Transamerica Financial Advisors, Inc.

  • $937 Million
  • Q2 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 27,952 shares of XLE stock, worth $2.43 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
27,952
Previous 27,952 -0.0%
Holding current value
$2.43 Million
Previous $2.64 Million 3.45%
% of portfolio
0.27%
Previous 0.27%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $102,524 - $121,128
-1,283 Reduced 4.39%
27,952 $2.64 Million
Q4 2023

Feb 12, 2024
SELL
$81.2 - $91.96 $71,780 - $81,292
-884 Reduced 2.94%
29,235 $2.45 Million
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $12,733 - $15,030
161 Added 0.54%
30,119 $2.72 Million
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $17,002 - $19,365
222 Added 0.75%
29,958 $2.43 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $196,350 - $237,523
2,551 Added 9.38%
29,736 $2.46 Million
Q4 2022

Feb 14, 2023
SELL
$82.68 - $94.08 $258,457 - $294,094
-3,126 Reduced 10.31%
27,185 $2.38 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,727 Reduced 5.39%
30,311 $2.18 Million
Q2 2022

Aug 15, 2022
BUY
N/A
32,038 New
32,038 $0
Q1 2022

May 12, 2022
SELL
N/A
-66 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
1 Added 1.54%
66 $4,000
Q3 2021

Nov 15, 2021
SELL
N/A
-2 Reduced 2.99%
65 $4,000
Q2 2021

Aug 10, 2021
SELL
N/A
-24 Reduced 26.37%
67 $4,000
Q1 2021

May 17, 2021
SELL
N/A
-22 Reduced 19.47%
91 $5,000
Q4 2020

Feb 16, 2021
BUY
N/A
28 Added 32.94%
113 $5,000
Q3 2020

Nov 12, 2020
SELL
N/A
-16,377 Reduced 99.48%
85 $3,000
Q2 2020

Aug 13, 2020
BUY
N/A
16,392 Added 23417.14%
16,462 $624,000
Q4 2019

Feb 05, 2020
BUY
N/A
6 Added 9.38%
70 $5,000
Q3 2019

Nov 12, 2019
SELL
N/A
-7,175 Reduced 99.12%
64 $4,000
Q2 2019

Aug 21, 2019
BUY
N/A
6,856 Added 1790.08%
7,239 $462,000
Q1 2019

May 14, 2019
SELL
N/A
-2,307 Reduced 85.76%
383 $26,000
Q4 2018

Feb 04, 2019
SELL
N/A
-7,875 Reduced 74.54%
2,690 $155,000
Q3 2018

Nov 13, 2018
SELL
N/A
-1,257 Reduced 10.63%
10,565 $801,000
Q2 2018

Jul 25, 2018
BUY
N/A
319 Added 2.77%
11,822 $898,000
Q1 2018

May 09, 2018
BUY
N/A
429 Added 3.87%
11,503 $776,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,999 Added 171.75%
11,074 $801,000
Q3 2017

Nov 13, 2017
BUY
N/A
4,075
4,075 $280,000

Others Institutions Holding XLE

# of Institutions
2,062
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
Track This Portfolio

Track Transamerica Financial Advisors, Inc. Portfolio

Follow Transamerica Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Transamerica Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Transamerica Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email