Eldridge Investment Advisors, Inc. Energy Sector Spdr Transaction History

Eldridge Investment Advisors, Inc.

  • $385 Million
  • Q3 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 3,545 shares of XLE stock, worth $326,210. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,545
Previous 2,935 20.78%
Holding current value
$326,210
Previous $274,000 15.33%
% of portfolio
0.08%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$84.25 - $91.99 $51,392 - $56,113
610 Added 20.78%
3,545 $316,000
Q4 2024

Feb 10, 2025
SELL
$83.32 - $97.27 $8,332 - $9,727
-100 Reduced 3.29%
2,935 $251,000
Q1 2023

May 12, 2023
BUY
$76.97 - $93.11 $2,693 - $3,258
35 Added 1.17%
3,035 $251,000
Q4 2022

Feb 03, 2023
SELL
$76.09 - $94.08 $268,217 - $331,632
-3,525 Reduced 54.02%
3,000 $262,000
Q3 2022

Nov 10, 2022
SELL
$67.49 - $84.09 $394,816 - $491,926
-5,850 Reduced 47.27%
6,525 $470,000
Q2 2022

Aug 11, 2022
BUY
$70.66 - $92.28 $169,584 - $221,472
2,400 Added 24.06%
12,375 $885,000
Q1 2022

May 10, 2022
BUY
$57.22 - $78.75 $570,769 - $785,531
9,975 New
9,975 $762,000
Q3 2019

Nov 01, 2019
SELL
$59.2 - $63.13 $263,972 - $281,496
-4,459 Closed
0 $0
Q2 2019

Jul 29, 2019
SELL
N/A
-114 Reduced 2.49%
4,459 $284,000
Q1 2019

Apr 24, 2019
BUY
N/A
1 Added 0.02%
4,573 $302,000
Q4 2018

Jan 24, 2019
SELL
N/A
-849 Reduced 15.66%
4,572 $262,000
Q3 2018

Oct 11, 2018
SELL
N/A
-4,276 Reduced 44.1%
5,421 $410,000
Q2 2018

Jul 31, 2018
BUY
N/A
4,302 Added 79.74%
9,697 $736,000
Q1 2018

May 11, 2018
BUY
N/A
300 Added 5.89%
5,395 $363,000
Q4 2017

Feb 09, 2018
BUY
N/A
5,095
5,095 $373,000

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
Call Options Held
56.5M
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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