Yhb Investment Advisors, Inc. Energy Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 8,359 shares of XLE stock, worth $732,582. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,359

Previous 9,710 13.91%

Holding current value

$732,582

Previous $852,000 15.96%

% of portfolio

0.06%

Previous 0.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$83.32 - $97.27 $112,565 - $131,411	-1,351 Reduced 13.91%	8,359 $716,000
Q3 2024 Oct 22, 2024	BUY	$84.35 - $93.39 $128,549 - $142,326	1,524 Added 18.62%	9,710 $852,000
Q2 2024 Aug 01, 2024	BUY	$88.04 - $98.08 $21,393 - $23,833	243 Added 3.06%	8,186 $746,000
Q1 2024 Aug 14, 2024	SELL	$79.91 - $94.41 $19,418 - $22,941	-243 Reduced 2.97%	7,943 $749,000
Q1 2024 Apr 26, 2024	BUY	$79.91 - $94.41 $8,630 - $10,196	108 Added 1.38%	7,943 $749,000
Q4 2023 Jan 29, 2024	BUY	$81.2 - $91.96 $1,218 - $1,379	15 Added 0.19%	7,835 $656,000
Q3 2023 Oct 23, 2023	SELL	$79.09 - $93.36 $6,327 - $7,468	-80 Reduced 1.01%	7,820 $706,000
Q2 2023 Aug 10, 2023	SELL	$76.59 - $87.23 $63,493 - $72,313	-829 Reduced 9.5%	7,900 $641,000
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $6,927 - $8,379	90 Added 1.04%	8,729 $723,000
Q4 2022 Jan 12, 2023	SELL	$76.09 - $94.08 $5,098 - $6,303	-67 Reduced 0.77%	8,639 $0
Q3 2022 Nov 03, 2022	SELL	$67.49 - $84.09 $18,627 - $23,208	-276 Reduced 3.07%	8,706 $627,000
Q2 2022 Jul 14, 2022	BUY	$70.66 - $92.28 $1,907 - $2,491	27 Added 0.3%	8,982 $642,000
Q1 2022 Apr 14, 2022	SELL	$57.22 - $78.75 $22,830 - $31,421	-399 Reduced 4.27%	8,955 $685,000
Q4 2021 Jan 18, 2022	SELL	$53.01 - $59.14 $43,733 - $48,790	-825 Reduced 8.1%	9,354 $519,000
Q3 2021 Oct 28, 2021	SELL	$45.79 - $54.81 $36,906 - $44,176	-806 Reduced 7.34%	10,179 $530,000
Q2 2021 Jul 15, 2021	SELL	$47.07 - $56.19 $5,083 - $6,068	-108 Reduced 0.97%	10,985 $592,000
Q1 2021 Apr 22, 2021	SELL	$37.96 - $53.57 $76,793 - $108,372	-2,023 Reduced 15.42%	11,093 $537,000
Q4 2020 Jan 21, 2021	SELL	$27.71 - $41.6 $2,078 - $3,120	-75 Reduced 0.57%	13,116 $497,000
Q3 2020 Nov 02, 2020	BUY	$29.95 - $38.58 $109,886 - $141,550	3,669 Added 38.53%	13,191 $395,000
Q2 2020 Jul 20, 2020	SELL	$27.62 - $46.86 $52,036 - $88,284	-1,884 Reduced 16.52%	9,522 $360,000
Q1 2020 Apr 16, 2020	BUY	$23.57 - $60.87 $1,013 - $2,617	43 Added 0.38%	11,406 $331,000
Q4 2019 Jan 27, 2020	BUY	$55.9 - $61.99 $379,840 - $421,222	6,795 Added 148.75%	11,363 $682,000
Q3 2019 Oct 15, 2019	BUY	$59.2 - $63.13 $24,568 - $26,198	415 Added 9.99%	4,568 $270,000
Q2 2019 Jul 15, 2019	SELL	N/A	-325 Reduced 7.26%	4,153 $265,000
Q1 2019 Apr 29, 2019	BUY	N/A	60 Added 1.36%	4,478 $296,000
Q4 2018 Jan 11, 2019	BUY	N/A	4,418 New	4,418 $253,000

Others Institutions Holding XLE

# of Institutions

2,064

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Yhb Investment Advisors, Inc. Energy Sector Spdr Transaction History