Cbiz Investment Advisory Services, LLC Energy Sector Spdr Transaction History

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 434 shares of XLE stock, worth $39,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares
434
Previous 434 -0.0%
Holding current value
$39,936
Previous $36,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Jun 03, 2025
SELL
$85.7 - $93.96 $5,827 - $6,389
-68 Reduced 13.55%
434 $40,000
Q1 2025

May 05, 2025
BUY
$85.7 - $93.96 $43,021 - $47,167
502 New
502 $46,000
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $4,490 - $5,002
51 New
51 $4,000
Q2 2020

Aug 14, 2020
SELL
$27.62 - $46.86 $6,490 - $11,012
-235 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$55.9 - $61.99 $13,136 - $14,567
235 New
235 $14,000

Others Institutions Holding XLE

# of Institutions
2,136
Shares Held
222M
Call Options Held
57.3M
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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