Van Hulzen Asset Management, LLC Energy Sector Spdr Transaction History

Van Hulzen Asset Management, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 2,656 shares of XLE stock, worth $244,883. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,656
Previous 2,745 3.24%
Holding current value
$244,883
Previous $250,000 6.8%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $7,507 - $8,311
-89 Reduced 3.24%
2,656 $233,000
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 3.78%
2,745 $250,000
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $85,423 - $100,924
-1,069 Reduced 28.78%
2,645 $250,000
Q4 2023

Feb 07, 2024
SELL
$81.2 - $91.96 $4,547 - $5,149
-56 Reduced 1.49%
3,714 $311,000
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $71,101 - $83,930
899 Added 31.31%
3,770 $341,000
Q2 2023

Aug 03, 2023
BUY
$76.59 - $87.23 $4,289 - $4,884
56 Added 1.99%
2,871 $233,000
Q1 2023

Apr 28, 2023
SELL
$76.97 - $93.11 $26,939 - $32,588
-350 Reduced 11.06%
2,815 $233,000
Q3 2022

Nov 08, 2022
SELL
$67.49 - $84.09 $13,497 - $16,818
-200 Reduced 5.94%
3,165 $228,000
Q2 2022

Aug 04, 2022
SELL
$70.66 - $92.28 $3,179 - $4,152
-45 Reduced 1.32%
3,365 $241,000
Q1 2022

May 20, 2022
BUY
$57.22 - $78.75 $195,120 - $268,537
3,410 New
3,410 $261,000

Others Institutions Holding XLE

# of Institutions
2,038
Shares Held
232M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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