Centerpoint Advisors, LLC Energy Sector Spdr Transaction History

Centerpoint Advisors, LLC

$286 Million
Q4 2024

A detailed history of Centerpoint Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 1,337 shares of XLE stock, worth $119,166. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,337

Previous 1,533 12.79%

Holding current value

$119,166

Previous $135,000 14.81%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$83.32 - $97.27 $16,330 - $19,064	-196 Reduced 12.79%	1,337 $115,000
Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $14,086 - $15,692	-160 Reduced 9.45%	1,533 $140,000
Q1 2024 May 02, 2024	BUY	$79.91 - $94.41 $79,350 - $93,749	993 Added 141.86%	1,693 $160,000
Q4 2023 Jan 16, 2024	BUY	$81.2 - $91.96 $34,510 - $39,083	425 Added 154.55%	700 $59,000
Q1 2023 May 03, 2023	SELL	$76.97 - $93.11 $10,621 - $12,849	-138 Reduced 33.41%	275 $23,000
Q4 2022 Jan 24, 2023	BUY	$76.09 - $94.08 $30,740 - $38,008	404 Added 4488.89%	413 $36,000
Q3 2021 Oct 25, 2021	BUY	$45.79 - $54.81 $412 - $493	9 New	9 $0

Others Institutions Holding XLE

# of Institutions

2,171

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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Centerpoint Advisors, LLC Energy Sector Spdr Transaction History