Zacks Investment Management Energy Sector Spdr Transaction History

Zacks Investment Management

  • $10.5 Billion
  • Q4 2024

A detailed history of Zacks Investment Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Zacks Investment Management holds 3,714 shares of XLE stock, worth $334,519. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,714
Previous 5,080 26.89%
Holding current value
$334,519
Previous $446,000 28.7%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$83.32 - $97.27 $113,815 - $132,870
-1,366 Reduced 26.89%
3,714 $318,000
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $34,499 - $38,196
409 Added 8.76%
5,080 $446,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $37,681 - $41,978
428 Added 10.09%
4,671 $425,000
Q1 2024

May 15, 2024
BUY
$79.91 - $94.41 $13,664 - $16,144
171 Added 4.2%
4,243 $400,000
Q4 2023

Feb 14, 2024
SELL
$81.2 - $91.96 $138,202 - $156,515
-1,702 Reduced 29.48%
4,072 $341,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $95,936 - $113,245
1,213 Added 26.6%
5,774 $521,000
Q2 2023

Aug 15, 2023
BUY
$76.59 - $87.23 $6,893 - $7,850
90 Added 2.01%
4,561 $370,000
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $135,028 - $153,786
1,763 Added 65.1%
4,471 $362,000
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $208,434 - $252,141
2,708 New
2,708 $224,000
Q4 2021

Feb 15, 2022
SELL
$53.01 - $59.14 $683,086 - $762,078
-12,886 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $268,787 - $321,734
5,870 Added 83.67%
12,886 $671,000
Q2 2021

Aug 16, 2021
BUY
$47.07 - $56.19 $330,243 - $394,229
7,016 New
7,016 $378,000
Q3 2018

Nov 14, 2018
SELL
N/A
-5,935 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
701 Added 13.39%
5,935 $451,000
Q1 2018

May 14, 2018
BUY
N/A
5,234 New
5,234 $353,000

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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