Westover Capital Advisors, LLC Energy Sector Spdr Transaction History

Westover Capital Advisors, LLC

  • $445 Million
  • Q4 2024

A detailed history of Westover Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Westover Capital Advisors, LLC holds 6,200 shares of XLE stock, worth $549,072. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,200
Previous 17,840 65.25%
Holding current value
$549,072
Previous $1.57 Million 66.09%
% of portfolio
0.12%
Previous 0.31%

Shares

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

Feb 06, 2025
SELL
$83.32 - $97.27 $969,844 - $1.13 Million
-11,640 Reduced 65.25%
6,200 $531,000
Q3 2024

Nov 08, 2024
BUY
$84.35 - $93.39 $981,833 - $1.09 Million
11,640 Added 187.74%
17,840 $1.57 Million
Q2 2024

Aug 08, 2024
BUY
$88.04 - $98.08 $545,848 - $608,096
6,200 New
6,200 $565,000
Q4 2022

May 18, 2023
BUY
$76.09 - $94.08 $191,898 - $237,269
2,522 New
2,522 $220,000

Others Institutions Holding XLE

# of Institutions
2,111
Shares Held
237M
Call Options Held
45.2M
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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