Hamilton Point Investment Advisors, LLC Energy Sector Spdr Transaction History

Hamilton Point Investment Advisors, LLC

  • $556 Million
  • Q4 2024

A detailed history of Hamilton Point Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 446 shares of XLE stock, worth $39,087. This represents 0.01% of its overall portfolio holdings.

Number of Shares
446
Previous 806 44.67%
Holding current value
$39,087
Previous $70,000 45.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 23, 2025
SELL
$83.32 - $97.27 $29,995 - $35,017
-360 Reduced 44.67%
446 $38,000
Q3 2024

Nov 12, 2024
BUY
$84.35 - $93.39 $30,365 - $33,620
360 Added 80.72%
806 $70,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $34,328 - $41,527
446 New
446 $36,000

Others Institutions Holding XLE

# of Institutions
2,076
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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