Benchmark Investment Advisors LLC Energy Sector Spdr Transaction History

Benchmark Investment Advisors LLC

$148 Million
Q4 2024

A detailed history of Benchmark Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 2,489 shares of XLE stock, worth $226,324. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,489

Previous 2,482 0.28%

Holding current value

$226,324

Previous $217,000 1.84%

% of portfolio

0.14%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$83.32 - $97.27 $583 - $680	7 Added 0.28%	2,489 $213,000
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $16,870 - $18,678	-200 Reduced 7.46%	2,482 $217,000
Q2 2024 Aug 12, 2024	SELL	$88.04 - $98.08 $4,666 - $5,198	-53 Reduced 1.94%	2,682 $244,000
Q1 2024 May 15, 2024	SELL	$79.91 - $94.41 $198,176 - $234,136	-2,480 Reduced 47.56%	2,735 $258,000
Q4 2023 May 15, 2024	SELL	$81.2 - $91.96 $8.79 Million - $9.95 Million	-108,207 Reduced 95.4%	5,215 $437,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $8.61 Million - $9.75 Million	106,049 Added 1438.34%	113,422 $9.51 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $22,936 - $27,074	290 Added 4.09%	7,373 $666,000
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $83,100 - $94,644	-1,085 Reduced 13.28%	7,083 $574,000
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $149,244 - $180,540	-1,939 Reduced 19.18%	8,168 $676,000
Q4 2022 Feb 21, 2023	BUY	$76.09 - $94.08 $4,869 - $6,021	64 Added 0.64%	10,107 $884,000
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $403,387 - $502,605	-5,977 Reduced 37.31%	10,043 $723,000
Q2 2022 Aug 08, 2022	BUY	$70.66 - $92.28 $613,328 - $800,990	8,680 Added 118.26%	16,020 $1.15 Million
Q1 2022 May 16, 2022	SELL	$57.22 - $78.75 $525,394 - $723,082	-9,182 Reduced 55.57%	7,340 $561,000
Q4 2021 Feb 16, 2022	BUY	$53.01 - $59.14 $875,831 - $977,111	16,522 New	16,522 $917,000

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Benchmark Investment Advisors LLC Energy Sector Spdr Transaction History