Soltis Investment Advisors LLC Energy Sector Spdr Transaction History

Soltis Investment Advisors LLC

  • $1.03 Billion
  • Q4 2024

A detailed history of Soltis Investment Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 8,425 shares of XLE stock, worth $758,839. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,425
Previous 7,315 15.17%
Holding current value
$758,839
Previous $642,000 12.31%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 29, 2025
BUY
$83.32 - $97.27 $92,485 - $107,969
1,110 Added 15.17%
8,425 $721,000
Q3 2024

Nov 18, 2024
SELL
$84.35 - $93.39 $110,414 - $122,247
-1,309 Reduced 15.18%
7,315 $642,000
Q2 2024

Aug 12, 2024
SELL
$88.04 - $98.08 $388,960 - $433,317
-4,418 Reduced 33.88%
8,624 $786,000
Q1 2024

Apr 29, 2024
SELL
$79.91 - $94.41 $233,896 - $276,338
-2,927 Reduced 18.33%
13,042 $1.23 Million
Q4 2023

Jan 26, 2024
BUY
$81.2 - $91.96 $1.3 Million - $1.47 Million
15,969 New
15,969 $1.34 Million

Others Institutions Holding XLE

# of Institutions
2,168
Shares Held
229M
Call Options Held
54.1M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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