Chicago Partners Investment Group LLC Energy Sector Spdr Transaction History

Chicago Partners Investment Group LLC

  • $2.81 Billion
  • Q4 2024

A detailed history of Chicago Partners Investment Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 15,450 shares of XLE stock, worth $1.35 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,450
Previous 15,114 2.22%
Holding current value
$1.35 Million
Previous $1.33 Million 0.3%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 23, 2025
BUY
$83.32 - $97.27 $27,995 - $32,682
336 Added 2.22%
15,450 $1.32 Million
Q3 2024

Oct 28, 2024
SELL
$84.35 - $93.39 $8,266 - $9,152
-98 Reduced 0.64%
15,114 $1.33 Million
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $80,820 - $90,037
918 Added 6.42%
15,212 $1.39 Million
Q1 2024

Apr 25, 2024
BUY
$79.91 - $94.41 $58,414 - $69,013
731 Added 5.39%
14,294 $1.35 Million
Q4 2023

Feb 23, 2024
BUY
$81.2 - $91.96 $41,087 - $46,531
506 Added 3.88%
13,563 $1.14 Million
Q3 2023

Oct 26, 2023
BUY
$79.09 - $93.36 $19,851 - $23,433
251 Added 1.96%
13,057 $1.18 Million
Q2 2023

Aug 07, 2023
BUY
$76.59 - $87.23 $56,370 - $64,201
736 Added 6.1%
12,806 $1.04 Million
Q1 2023

Apr 26, 2023
BUY
$76.97 - $93.11 $13,238 - $16,014
172 Added 1.45%
12,070 $999,000
Q4 2022

Feb 09, 2023
SELL
$76.09 - $94.08 $42,382 - $52,402
-557 Reduced 4.47%
11,898 $1.04 Million
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $180,265 - $224,604
2,671 Added 27.3%
12,455 $1.16 Million
Q2 2022

Aug 04, 2022
SELL
$70.66 - $92.28 $5,723 - $7,474
-81 Reduced 0.82%
9,784 $767,000
Q1 2022

May 20, 2022
BUY
$57.22 - $78.75 $10,356 - $14,253
181 Added 1.87%
9,865 $806,000
Q4 2021

Feb 15, 2022
BUY
$53.01 - $59.14 $2,809 - $3,134
53 Added 0.55%
9,684 $666,000
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $32,419 - $38,805
708 Added 7.93%
9,631 $0
Q2 2021

Aug 02, 2021
BUY
$47.07 - $56.19 $23,535 - $28,095
500 Added 5.94%
8,923 $444,000
Q1 2021

Apr 28, 2021
BUY
$37.96 - $53.57 $68,062 - $96,051
1,793 Added 27.04%
8,423 $403,000
Q4 2020

Jan 27, 2021
BUY
$27.71 - $41.6 $183,717 - $275,808
6,630 New
6,630 $279,000

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email