Ulland Investment Advisors, LLC Energy Sector Spdr Transaction History

Ulland Investment Advisors, LLC

$131 Million
Q2 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 4,350 shares of XLE stock, worth $369,445. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,350

Previous 4,930 11.76%

Holding current value

$369,445

Previous $461,000 19.96%

% of portfolio

0.28%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$76.44 - $94.13 $44,335 - $54,595	-580 Reduced 11.76%	4,350 $369,000
Q1 2025 Apr 15, 2025	SELL	$85.7 - $93.96 $23,567 - $25,839	-275 Reduced 5.28%	4,930 $461,000
Q4 2024 Jan 16, 2025	BUY	$83.32 - $97.27 $4,582 - $5,349	55 Added 1.07%	5,205 $446,000
Q3 2024 Oct 15, 2024	SELL	$84.35 - $93.39 $72,962 - $80,782	-865 Reduced 14.38%	5,150 $452,000
Q1 2024 Apr 25, 2024	SELL	$79.91 - $94.41 $234,935 - $277,565	-2,940 Reduced 32.83%	6,015 $568,000
Q4 2023 Jan 16, 2024	SELL	$81.2 - $91.96 $59,682 - $67,590	-735 Reduced 7.59%	8,955 $751,000
Q3 2023 Oct 23, 2023	SELL	$79.09 - $93.36 $3,954 - $4,668	-50 Reduced 0.51%	9,690 $876,000
Q2 2023 Jul 20, 2023	SELL	$76.59 - $87.23 $113,353 - $129,100	-1,480 Reduced 13.19%	9,740 $791,000
Q1 2023 Apr 17, 2023	SELL	$76.97 - $93.11 $164,715 - $199,255	-2,140 Reduced 16.02%	11,220 $929,000
Q4 2022 Jan 31, 2023	BUY	$76.09 - $94.08 $22,066 - $27,283	290 Added 2.22%	13,360 $1.17 Million
Q3 2022 Oct 12, 2022	SELL	$67.49 - $84.09 $16,872 - $21,022	-250 Reduced 1.88%	13,070 $941,000
Q2 2022 Jul 25, 2022	SELL	$70.66 - $92.28 $307,724 - $401,879	-4,355 Reduced 24.64%	13,320 $953,000
Q1 2022 May 09, 2022	BUY	$57.22 - $78.75 $1.01 Million - $1.39 Million	17,675 New	17,675 $1.35 Million

Others Institutions Holding XLE

# of Institutions

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Ulland Investment Advisors, LLC Energy Sector Spdr Transaction History