Private Client Services, LLC Energy Sector Spdr Transaction History

Private Client Services, LLC

  • $202 Billion
  • Q1 2025

A detailed history of Private Client Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Client Services, LLC holds 5,012 shares of XLE stock, worth $412,938. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,012
Previous 5,490 8.71%
Holding current value
$412,938
Previous $470 Million 0.41%
% of portfolio
0.23%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$85.7 - $93.96 $40,964 - $44,912
-478 Reduced 8.71%
5,012 $468 Million
Q4 2024

Jan 08, 2025
SELL
$83.32 - $97.27 $6,998 - $8,170
-84 Reduced 1.51%
5,490 $470 Million
Q3 2024

Oct 03, 2024
SELL
$84.35 - $93.39 $5,314 - $5,883
-63 Reduced 1.12%
5,574 $489 Million
Q2 2024

Jul 29, 2024
BUY
$88.04 - $98.08 $13,646 - $15,202
155 Added 2.83%
5,637 $514 Million
Q1 2024

May 10, 2024
SELL
$79.91 - $94.41 $799 - $944
-10 Reduced 0.18%
5,482 $518 Million
Q4 2023

Jan 30, 2024
BUY
$81.2 - $91.96 $445,950 - $505,044
5,492 New
5,492 $460 Million

Others Institutions Holding XLE

# of Institutions
2,182
Shares Held
232M
Call Options Held
57.9M
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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