Winthrop Advisory Group LLC Energy Sector Spdr Transaction History

Winthrop Advisory Group LLC

  • $826 Million
  • Q3 2024

A detailed history of Winthrop Advisory Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 72,934 shares of XLE stock, worth $6.14 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
72,934
Previous 72,565 0.51%
Holding current value
$6.14 Million
Previous $6.61 Million 3.19%
% of portfolio
0.78%
Previous 0.88%

Shares

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

Oct 31, 2024
BUY
$84.35 - $93.39 $31,125 - $34,460
369 Added 0.51%
72,934 $6.4 Million
Q2 2024

Jul 18, 2024
BUY
$88.04 - $98.08 $185,060 - $206,164
2,102 Added 2.98%
72,565 $6.61 Million
Q1 2024

Apr 17, 2024
BUY
$79.91 - $94.41 $77,592 - $91,672
971 Added 1.4%
70,463 $6.65 Million
Q4 2023

Jan 10, 2024
BUY
$81.2 - $91.96 $221,188 - $250,499
2,724 Added 4.08%
69,492 $5.83 Million
Q3 2023

Nov 03, 2023
BUY
$79.09 - $93.36 $144,576 - $170,662
1,828 Added 2.81%
66,768 $6.04 Million
Q2 2023

Aug 02, 2023
BUY
$76.59 - $87.23 $122,390 - $139,393
1,598 Added 2.52%
64,940 $5.27 Million
Q1 2023

Apr 17, 2023
SELL
$76.97 - $93.11 $103,139 - $124,767
-1,340 Reduced 2.07%
63,342 $5.25 Million
Q4 2022

Aug 03, 2023
SELL
$76.09 - $94.08 $19,631 - $24,272
-258 Reduced 0.4%
64,682 $5.66 Million
Q4 2022

Jan 18, 2023
BUY
$76.09 - $94.08 $193,420 - $239,151
2,542 Added 4.09%
64,682 $5.66 Million
Q3 2022

Nov 04, 2022
SELL
$67.49 - $84.09 $263,615 - $328,455
-3,906 Reduced 5.91%
62,140 $4.48 Million
Q2 2022

Jul 21, 2022
BUY
$70.66 - $92.28 $4.67 Million - $6.09 Million
66,046 New
66,046 $4.72 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-3,293 Closed
0 $0
Q1 2018

May 11, 2018
SELL
N/A
-1,387 Reduced 29.64%
3,293 $240,000
Q4 2017

May 01, 2018
BUY
N/A
4,680
4,680 $351,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
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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