A detailed history of Avantax Advisory Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 208,946 shares of XLE stock, worth $17.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
208,946
Previous 256,325 18.48%
Holding current value
$17.7 Million
Previous $23.4 Million 21.48%
% of portfolio
0.12%
Previous 0.17%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$84.35 - $93.39 $4 Million - $4.42 Million
-47,379 Reduced 18.48%
208,946 $18.3 Million
Q2 2024

Aug 09, 2024

BUY
$88.04 - $98.08 $708,105 - $788,857
8,043 Added 3.24%
256,325 $23.4 Million
Q1 2024

May 08, 2024

SELL
$79.91 - $94.41 $3.92 Million - $4.63 Million
-49,073 Reduced 16.5%
248,282 $23.4 Million
Q4 2023

Feb 07, 2024

BUY
$81.2 - $91.96 $1.93 Million - $2.18 Million
23,708 Added 8.66%
297,355 $24.9 Million
Q3 2023

Nov 07, 2023

SELL
$79.09 - $93.36 $1.42 Million - $1.68 Million
-17,950 Reduced 6.16%
273,647 $24.7 Million
Q2 2023

Aug 11, 2023

SELL
$76.59 - $87.23 $750,582 - $854,854
-9,800 Reduced 3.25%
291,597 $23.7 Million
Q1 2023

Apr 28, 2023

SELL
$76.97 - $93.11 $512,697 - $620,205
-6,661 Reduced 2.16%
301,397 $25 Million
Q4 2022

Feb 13, 2023

BUY
$76.09 - $94.08 $1.21 Million - $1.49 Million
15,847 Added 5.42%
308,058 $26.9 Million
Q3 2022

Nov 01, 2022

SELL
$67.49 - $84.09 $6.71 Million - $8.36 Million
-99,452 Reduced 25.39%
292,211 $21 Million
Q2 2022

Aug 02, 2022

BUY
$70.66 - $92.28 $6.26 Million - $8.18 Million
88,632 Added 29.25%
391,663 $28 Million
Q1 2022

Apr 27, 2022

BUY
$57.22 - $78.75 $2.73 Million - $3.75 Million
47,639 Added 18.65%
303,031 $23.2 Million
Q4 2021

Jan 24, 2022

BUY
$53.01 - $59.14 $1.38 Million - $1.54 Million
26,114 Added 11.39%
255,392 $14.2 Million
Q3 2021

Oct 21, 2021

BUY
$45.79 - $54.81 $1.02 Million - $1.22 Million
22,207 Added 10.72%
229,278 $12 Million
Q2 2021

Jul 29, 2021

BUY
$47.07 - $56.19 $535,844 - $639,666
11,384 Added 5.82%
207,071 $11.2 Million
Q1 2021

May 13, 2021

BUY
$37.96 - $53.57 $1.12 Million - $1.57 Million
29,383 Added 17.67%
195,687 $9.6 Million
Q4 2020

Jan 22, 2021

SELL
$27.71 - $41.6 $2.05 Million - $3.08 Million
-74,057 Reduced 30.81%
166,304 $6.31 Million
Q3 2020

Oct 14, 2020

BUY
$29.95 - $38.58 $3.18 Million - $4.1 Million
106,235 Added 79.21%
240,361 $7.18 Million
Q2 2020

Aug 06, 2020

BUY
$27.62 - $46.86 $658,433 - $1.12 Million
23,839 Added 21.62%
134,126 $5.08 Million
Q1 2020

Apr 30, 2020

SELL
$23.57 - $60.87 $77,073 - $199,044
-3,270 Reduced 2.88%
110,287 $3.21 Million
Q4 2019

Feb 14, 2020

BUY
$55.9 - $61.99 $2.45 Million - $2.72 Million
43,809 Added 62.81%
113,557 $6.82 Million
Q3 2019

Nov 08, 2019

BUY
$59.2 - $63.13 $305,531 - $325,813
5,161 Added 7.99%
69,748 $4.12 Million
Q2 2019

Aug 06, 2019

SELL
N/A
-5,465 Reduced 7.8%
64,587 $4.12 Million
Q1 2019

May 13, 2019

BUY
N/A
14,561 Added 26.24%
70,052 $4.63 Million
Q4 2018

Feb 13, 2019

BUY
N/A
55,491 New
55,491 $3.19 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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