Ulland Investment Advisors, LLC Energy Sector Spdr Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 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 4,930 shares of XLE stock, worth $396,865. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,930
Previous 5,205 5.28%
Holding current value
$396,865
Previous $446,000 3.36%
% of portfolio
0.39%
Previous 0.28%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,188
Shares Held
230M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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