Advyzon Investment Management, LLC Energy Sector Spdr Transaction History

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025

A detailed history of Advyzon Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 44,141 shares of XLE stock, worth $4.06 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
44,141
Previous 23,849 85.09%
Holding current value
$4.06 Million
Previous $2.02 Billion 94.97%
% of portfolio
0.68%
Previous 0.45%

Shares

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

Nov 10, 2025
BUY
$84.25 - $91.99 $1.71 Million - $1.87 Million
20,292 Added 85.09%
44,141 $3.94 Billion
Q2 2025

Aug 07, 2025
BUY
$76.44 - $94.13 $715,249 - $880,774
9,357 Added 64.57%
23,849 $2.02 Billion
Q1 2025

May 09, 2025
SELL
$85.7 - $93.96 $3,170 - $3,476
-37 Reduced 0.25%
14,492 $1.35 Billion
Q4 2024

Feb 03, 2025
BUY
$83.32 - $97.27 $1.21 Million - $1.41 Million
14,529 New
14,529 $1.24 Billion

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.6M
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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