Elevate Capital Advisors, LLC Energy Sector Spdr Transaction History
Elevate Capital Advisors, LLC
- $125 Billion
- Q2 2025
A detailed history of Elevate Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Elevate Capital Advisors, LLC holds 13,877 shares of XLE stock, worth $1.18 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
13,877
Previous 17,662
21.43%
Holding current value
$1.18 Million
Previous $1.65 Billion
28.7%
% of portfolio
0.94%
Previous 1.53%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,116Shares Held
235MCall Options Held
59.3MPut Options Held
118M-
Bank Of America Corp Charlotte, NC26.6MShares$2.27 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.54 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.26 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.1 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$896 Million0.08% of portfolio