Investment Advisory Services Inc Energy Sector Spdr Transaction History

Investment Advisory Services Inc

$277 Million
Q4 2024

A detailed history of Investment Advisory Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Investment Advisory Services Inc holds 39,675 shares of XLE stock, worth $3.23 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

39,675

Previous 40,764 2.67%

Holding current value

$3.23 Million

Previous $3.58 Million 5.06%

% of portfolio

1.23%

Previous 1.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$83.32 - $97.27 $90,735 - $105,927	-1,089 Reduced 2.67%	39,675 $3.4 Million
Q3 2024 Oct 15, 2024	SELL	$84.35 - $93.39 $196,029 - $217,038	-2,324 Reduced 5.39%	40,764 $3.58 Million
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $28,965 - $32,268	329 Added 0.77%	43,088 $3.93 Million
Q1 2024 Apr 25, 2024	SELL	$79.91 - $94.41 $221,750 - $261,987	-2,775 Reduced 6.09%	42,759 $4.04 Million
Q4 2023 Jan 11, 2024	BUY	$81.2 - $91.96 $214,692 - $243,142	2,644 Added 6.16%	45,534 $3.82 Million
Q3 2023 Oct 19, 2023	BUY	$79.09 - $93.36 $38,437 - $45,372	486 Added 1.15%	42,890 $3.88 Million
Q2 2023 Aug 14, 2023	BUY	$76.59 - $87.23 $851,297 - $969,561	11,115 Added 35.52%	42,404 $3.44 Million
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $420,487 - $508,659	5,463 Added 21.15%	31,289 $2.59 Million
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $1.05 Million - $1.3 Million	13,794 Added 114.64%	25,826 $2.26 Million
Q3 2022 Oct 27, 2022	BUY	$67.49 - $84.09 $388,404 - $483,937	5,755 Added 91.68%	12,032 $867,000
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $60,272 - $78,714	853 Added 15.73%	6,277 $449,000
Q1 2022 May 04, 2022	BUY	$57.22 - $78.75 $457 - $630	8 Added 0.15%	5,424 $415,000
Q4 2021 Feb 02, 2022	BUY	$53.01 - $59.14 $287,102 - $320,302	5,416 New	5,416 $301,000

Others Institutions Holding XLE

# of Institutions

2,188

Shares Held

232M

Call Options Held

57.9M

Put Options Held

98.1M

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About ENERGY SECTOR SPDR

Ticker XLE
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Investment Advisory Services Inc Energy Sector Spdr Transaction History