Smith Chas P & Associates Pa Cpas Energy Sector Spdr Transaction History

Smith Chas P & Associates Pa Cpas

  • $1.74 Billion
  • Q4 2024

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Energy Sector Spdr stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 12,963 shares of XLE stock, worth $1.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,963
Previous 11,713 10.67%
Holding current value
$1.13 Million
Previous $1.03 Million 7.98%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 21, 2025
BUY
$83.32 - $97.27 $104,149 - $121,587
1,250 Added 10.67%
12,963 $1.11 Million
Q3 2024

Oct 11, 2024
SELL
$84.35 - $93.39 $41,837 - $46,321
-496 Reduced 4.06%
11,713 $1.03 Million
Q2 2024

Jul 29, 2024
BUY
$88.04 - $98.08 $114,804 - $127,896
1,304 Added 11.96%
12,209 $1.11 Million
Q1 2024

Apr 25, 2024
BUY
$79.91 - $94.41 $871,418 - $1.03 Million
10,905 New
10,905 $1.03 Million

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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