American Institute For Advanced Investment Management, LLP Energy Sector Spdr Transaction History

American Institute For Advanced Investment Management, LLP

  • $133 Million
  • Q4 2024

A detailed history of American Institute For Advanced Investment Management, LLP transactions in Energy Sector Spdr stock. As of the latest transaction made, American Institute For Advanced Investment Management, LLP holds 5,880 shares of XLE stock, worth $515,323. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,880
Previous 6,066 3.07%
Holding current value
$515,323
Previous $532,000 5.45%
% of portfolio
0.38%
Previous 0.38%

Shares

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

Jan 23, 2025
SELL
$83.32 - $97.27 $15,497 - $18,092
-186 Reduced 3.07%
5,880 $503,000
Q3 2024

Oct 22, 2024
SELL
$84.35 - $93.39 $53,140 - $58,835
-630 Reduced 9.41%
6,066 $532,000
Q2 2024

Jul 23, 2024
BUY
$88.04 - $98.08 $34,775 - $38,741
395 Added 6.27%
6,696 $610,000
Q1 2024

Apr 22, 2024
BUY
$79.91 - $94.41 $799 - $944
10 Added 0.16%
6,301 $594,000
Q3 2023

Oct 31, 2023
SELL
$79.09 - $93.36 $16,608 - $19,605
-210 Reduced 3.23%
6,291 $568,000
Q2 2023

Jul 26, 2023
SELL
$76.59 - $87.23 $4,978 - $5,669
-65 Reduced 0.99%
6,501 $527,000
Q1 2023

Apr 28, 2023
BUY
$76.97 - $93.11 $9,621 - $11,638
125 Added 1.94%
6,566 $543,000
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $30,055 - $37,161
-395 Reduced 5.78%
6,441 $0
Q3 2022

Oct 25, 2022
BUY
$67.49 - $84.09 $23,621 - $29,431
350 Added 5.4%
6,836 $492,000
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $28,610 - $39,375
500 Added 8.35%
6,486 $496,000
Q4 2021

Feb 10, 2022
BUY
$53.01 - $59.14 $317,317 - $354,012
5,986 New
5,986 $332,000

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

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