INSIGNEO ADVISORY SERVICES, LLC XLE Holdings History
INSIGNEO ADVISORY SERVICES, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, INSIGNEO ADVISORY SERVICES, LLC held 25,861.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $2.42 Mil. This investment constitutes 0.25% of their stock portfolio, and INSIGNEO ADVISORY SERVICES, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q4. And since then INSIGNEO ADVISORY SERVICES, LLC has made 4 purchases of XLE, at an average price of $85.02, for a total of 87,897.00 shares. In addition, there have been 5 sales at an average price of $88.43 for 62,036.00 shares. Based on historical transaction data and XLE's current price of $85.96, INSIGNEO ADVISORY SERVICES, LLC's estimated gain on his XLE holdings is $235,432.52, reflecting a 3.15% gain to date.
INSIGNEO ADVISORY SERVICES, LLC XLE ($85.96) Holding Chart
INSIGNEO ADVISORY SERVICES, LLC XLE ($85.96) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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