Resources Investment Advisors, Llc. Energy Sector Spdr Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 29,862 shares of XLE stock, worth $2.72 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

29,862

Previous 36,820 18.9%

Holding current value

$2.72 Million

Previous $3.23 Million 20.88%

% of portfolio

0.03%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$83.32 - $97.27 $579,740 - $676,804	-6,958 Reduced 18.9%	29,862 $2.56 Million
Q3 2024 Nov 06, 2024	BUY	$84.35 - $93.39 $40,572 - $44,920	481 Added 1.32%	36,820 $3.23 Million
Q2 2024 Aug 02, 2024	BUY	$88.04 - $98.08 $1.55 Million - $1.72 Million	17,584 Added 93.76%	36,339 $3.31 Million
Q1 2024 May 10, 2024	BUY	$79.91 - $94.41 $9,509 - $11,234	119 Added 0.64%	18,755 $1.77 Million
Q4 2023 Feb 13, 2024	SELL	$81.2 - $91.96 $408,760 - $462,926	-5,034 Reduced 21.27%	18,636 $1.56 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $217,813 - $257,113	2,754 Added 13.17%	23,670 $2.14 Million
Q2 2023 Aug 07, 2023	BUY	$76.59 - $87.23 $36,686 - $41,783	479 Added 2.34%	20,916 $1.7 Million
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $3.3 Million - $4 Million	-42,929 Reduced 67.75%	20,437 $1.69 Million
Q4 2022 Feb 02, 2023	BUY	$76.09 - $94.08 $2.29 Million - $2.83 Million	30,074 Added 90.33%	63,366 $5.54 Million
Q3 2022 Nov 08, 2022	BUY	$67.49 - $84.09 $637,443 - $794,230	9,445 Added 39.61%	33,292 $2.4 Million
Q2 2022 Aug 08, 2022	SELL	$70.66 - $92.28 $21,480 - $28,053	-304 Reduced 1.26%	23,847 $1.71 Million
Q1 2022 May 05, 2022	SELL	$57.22 - $78.75 $60,595 - $83,396	-1,059 Reduced 4.2%	24,151 $1.85 Million
Q4 2021 Feb 23, 2022	SELL	$53.01 - $59.14 $139,416 - $155,538	-2,630 Reduced 9.45%	25,210 $1.4 Million
Q3 2021 Nov 05, 2021	SELL	$45.79 - $54.81 $67,219 - $80,461	-1,468 Reduced 5.01%	27,840 $0
Q2 2021 Aug 09, 2021	BUY	$47.07 - $56.19 $91,315 - $109,008	1,940 Added 7.09%	29,308 $0
Q1 2021 May 10, 2021	BUY	$37.96 - $53.57 $36,897 - $52,070	972 Added 3.68%	27,368 $0
Q4 2020 Feb 08, 2021	BUY	$27.71 - $41.6 $134,947 - $202,592	4,870 Added 22.62%	26,396 $0
Q3 2020 Oct 09, 2020	SELL	$29.95 - $38.58 $68,136 - $87,769	-2,275 Reduced 9.56%	21,526 $0
Q2 2020 Aug 14, 2020	BUY	$27.62 - $46.86 $301,941 - $512,273	10,932 Added 84.95%	23,801 $0
Q1 2020 May 14, 2020	BUY	$23.57 - $60.87 $46,220 - $119,366	1,961 Added 17.98%	12,869 $0
Q4 2019 Feb 07, 2020	BUY	$55.9 - $61.99 $26,049 - $28,887	466 Added 4.46%	10,908 $0
Q3 2019 Nov 08, 2019	BUY	$59.2 - $63.13 $116,860 - $124,618	1,974 Added 23.31%	10,442 $0
Q2 2019 Aug 12, 2019	BUY	N/A	6,175 Added 269.3%	8,468 $0
Q1 2019 May 10, 2019	SELL	N/A	-673 Reduced 22.69%	2,293 $0
Q4 2018 Feb 12, 2019	BUY	N/A	2,966 New	2,966 $170,000
Q3 2018 Nov 07, 2018	SELL	N/A	-8,019 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	N/A	-121,646 Reduced 93.82%	8,019 $609,000
Q1 2018 May 14, 2018	BUY	N/A	20,737 Added 19.04%	129,665 $8.74 Million
Q4 2017 Jan 31, 2018	BUY	N/A	4,547 Added 4.36%	108,928 $7.87 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-13,664 Reduced 11.58%	104,381 $7.15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	118,045	118,045 $7.66 Million

Others Institutions Holding XLE

# of Institutions

2,172

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Resources Investment Advisors, Llc. Energy Sector Spdr Transaction History