Colton Groome Financial Advisors, LLC Energy Sector Spdr Transaction History

Colton Groome Financial Advisors, LLC

  • $260 Million
  • Q4 2024

A detailed history of Colton Groome Financial Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 21,462 shares of XLE stock, worth $1.99 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
21,462
Previous 24,520 12.47%
Holding current value
$1.99 Million
Previous $2.15 Million 14.59%
% of portfolio
0.71%
Previous 0.81%

Shares

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

Jan 23, 2025
SELL
$83.32 - $97.27 $254,792 - $297,451
-3,058 Reduced 12.47%
21,462 $1.84 Million
Q3 2024

Oct 24, 2024
BUY
$84.35 - $93.39 $44,705 - $49,496
530 Added 2.21%
24,520 $2.15 Million
Q2 2024

Jul 24, 2024
SELL
$88.04 - $98.08 $37,328 - $41,585
-424 Reduced 1.74%
23,990 $2.19 Million
Q1 2024

Apr 18, 2024
BUY
$79.91 - $94.41 $220,951 - $261,043
2,765 Added 12.77%
24,414 $2.3 Million
Q4 2023

Jan 31, 2024
BUY
$81.2 - $91.96 $128,377 - $145,388
1,581 Added 7.88%
21,649 $1.82 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $299,276 - $353,274
3,784 Added 23.24%
20,068 $1.81 Million
Q2 2023

Jul 27, 2023
BUY
$76.59 - $87.23 $342,127 - $389,656
4,467 Added 37.8%
16,284 $1.32 Million
Q1 2023

Apr 17, 2023
SELL
$76.97 - $93.11 $816,035 - $987,152
-10,602 Reduced 47.29%
11,817 $978,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $86,590 - $107,063
1,138 Added 5.35%
22,419 $0
Q3 2022

Oct 20, 2022
SELL
$67.49 - $84.09 $60,943 - $75,933
-903 Reduced 4.07%
21,281 $1.53 Million
Q2 2022

Jul 26, 2022
SELL
$70.66 - $92.28 $12,577 - $16,425
-178 Reduced 0.8%
22,184 $1.59 Million
Q1 2022

Apr 18, 2022
BUY
$57.22 - $78.75 $1.28 Million - $1.76 Million
22,362 New
22,362 $1.71 Million

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

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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