Householder Group Estate & Retirement Specialist, LLC Energy Sector Spdr Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 5,769 shares of XLE stock, worth $526,767. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,769
Previous 10,409 44.58%
Holding current value
$526,767
Previous $913,000 45.89%
% of portfolio
0.37%
Previous 0.27%

Shares

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

Jan 15, 2025
SELL
$83.32 - $97.27 $386,604 - $451,332
-4,640 Reduced 44.58%
5,769 $494,000
Q3 2024

Oct 18, 2024
SELL
$84.35 - $93.39 $317,662 - $351,706
-3,766 Reduced 26.57%
10,409 $913,000
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $230,664 - $256,969
2,620 Added 22.67%
14,175 $1.29 Million
Q1 2024

May 03, 2024
SELL
$79.91 - $94.41 $634,725 - $749,898
-7,943 Reduced 40.74%
11,555 $1.09 Million
Q4 2023

Jan 23, 2024
BUY
$81.2 - $91.96 $837,821 - $948,843
10,318 Added 112.4%
19,498 $1.63 Million
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $87,315 - $103,069
1,104 Added 13.67%
9,180 $829,000
Q1 2023

Apr 13, 2023
BUY
$76.97 - $93.11 $621,609 - $751,956
8,076 New
8,076 $669,000
Q3 2022

Oct 11, 2022
SELL
$67.49 - $84.09 $124,451 - $155,061
-1,844 Reduced 24.7%
5,621 $404,000
Q2 2022

Jul 18, 2022
BUY
$70.66 - $92.28 $110,229 - $143,956
1,560 Added 26.42%
7,465 $534,000
Q1 2022

Apr 18, 2022
BUY
$57.22 - $78.75 $61,854 - $85,128
1,081 Added 22.41%
5,905 $451,000
Q4 2021

Apr 12, 2022
BUY
$53.01 - $59.14 $255,720 - $285,291
4,824 New
4,824 $268,000

Others Institutions Holding XLE

# of Institutions
2,043
Shares Held
232M
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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