Yhb Investment Advisors, Inc. Energy Sector Spdr Transaction History

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 9,710 shares of XLE stock, worth $821,174. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,710
Previous 8,186 18.62%
Holding current value
$821,174
Previous $746,000 14.21%
% of portfolio
0.07%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
BUY
$84.35 - $93.39 $128,549 - $142,326
1,524 Added 18.62%
9,710 $852,000
Q2 2024

Aug 01, 2024
BUY
$88.04 - $98.08 $21,393 - $23,833
243 Added 3.06%
8,186 $746,000
Q1 2024

Aug 14, 2024
SELL
$79.91 - $94.41 $19,418 - $22,941
-243 Reduced 2.97%
7,943 $749,000
Q1 2024

Apr 26, 2024
BUY
$79.91 - $94.41 $8,630 - $10,196
108 Added 1.38%
7,943 $749,000
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $1,218 - $1,379
15 Added 0.19%
7,835 $656,000
Q3 2023

Oct 23, 2023
SELL
$79.09 - $93.36 $6,327 - $7,468
-80 Reduced 1.01%
7,820 $706,000
Q2 2023

Aug 10, 2023
SELL
$76.59 - $87.23 $63,493 - $72,313
-829 Reduced 9.5%
7,900 $641,000
Q1 2023

May 08, 2023
BUY
$76.97 - $93.11 $6,927 - $8,379
90 Added 1.04%
8,729 $723,000
Q4 2022

Jan 12, 2023
SELL
$76.09 - $94.08 $5,098 - $6,303
-67 Reduced 0.77%
8,639 $0
Q3 2022

Nov 03, 2022
SELL
$67.49 - $84.09 $18,627 - $23,208
-276 Reduced 3.07%
8,706 $627,000
Q2 2022

Jul 14, 2022
BUY
$70.66 - $92.28 $1,907 - $2,491
27 Added 0.3%
8,982 $642,000
Q1 2022

Apr 14, 2022
SELL
$57.22 - $78.75 $22,830 - $31,421
-399 Reduced 4.27%
8,955 $685,000
Q4 2021

Jan 18, 2022
SELL
$53.01 - $59.14 $43,733 - $48,790
-825 Reduced 8.1%
9,354 $519,000
Q3 2021

Oct 28, 2021
SELL
$45.79 - $54.81 $36,906 - $44,176
-806 Reduced 7.34%
10,179 $530,000
Q2 2021

Jul 15, 2021
SELL
$47.07 - $56.19 $5,083 - $6,068
-108 Reduced 0.97%
10,985 $592,000
Q1 2021

Apr 22, 2021
SELL
$37.96 - $53.57 $76,793 - $108,372
-2,023 Reduced 15.42%
11,093 $537,000
Q4 2020

Jan 21, 2021
SELL
$27.71 - $41.6 $2,078 - $3,120
-75 Reduced 0.57%
13,116 $497,000
Q3 2020

Nov 02, 2020
BUY
$29.95 - $38.58 $109,886 - $141,550
3,669 Added 38.53%
13,191 $395,000
Q2 2020

Jul 20, 2020
SELL
$27.62 - $46.86 $52,036 - $88,284
-1,884 Reduced 16.52%
9,522 $360,000
Q1 2020

Apr 16, 2020
BUY
$23.57 - $60.87 $1,013 - $2,617
43 Added 0.38%
11,406 $331,000
Q4 2019

Jan 27, 2020
BUY
$55.9 - $61.99 $379,840 - $421,222
6,795 Added 148.75%
11,363 $682,000
Q3 2019

Oct 15, 2019
BUY
$59.2 - $63.13 $24,568 - $26,198
415 Added 9.99%
4,568 $270,000
Q2 2019

Jul 15, 2019
SELL
N/A
-325 Reduced 7.26%
4,153 $265,000
Q1 2019

Apr 29, 2019
BUY
N/A
60 Added 1.36%
4,478 $296,000
Q4 2018

Jan 11, 2019
BUY
N/A
4,418 New
4,418 $253,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
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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