Accredited Investor Services, LLC Energy Sector Spdr Transaction History

Accredited Investor Services, LLC

  • $145 Billion
  • Q3 2025

A detailed history of Accredited Investor Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Accredited Investor Services, LLC holds 7,730 shares of XLE stock, worth $711,314. This represents 0.47% of its overall portfolio holdings.

Number of Shares
7,730
Previous 7,930 2.52%
Holding current value
$711,314
Previous $673 Million 2.68%
% of portfolio
0.47%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$84.25 - $91.99 $16,850 - $18,398
-200 Reduced 2.52%
7,730 $691 Million
Q2 2025

Jul 24, 2025
BUY
$76.44 - $94.13 $15,288 - $18,826
200 Added 2.59%
7,930 $673 Million
Q1 2025

May 02, 2025
BUY
$85.7 - $93.96 $19,111 - $20,953
223 Added 2.97%
7,730 $722 Million
Q4 2024

Feb 11, 2025
BUY
$83.32 - $97.27 $625,483 - $730,205
7,507 New
7,507 $643 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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