Ethos Financial Group, LLC Energy Sector Spdr Transaction History

Ethos Financial Group, LLC

$528 Million
Q3 2024

A detailed history of Ethos Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 120,929 shares of XLE stock, worth $11.3 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

120,929

Previous 97,190 24.43%

Holding current value

$11.3 Million

Previous $8.86 Million 19.84%

% of portfolio

2.01%

Previous 1.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$84.35 - $93.39 $2 Million - $2.22 Million	23,739 Added 24.43%	120,929 $10.6 Million
Q2 2024 Aug 12, 2024	BUY	$88.04 - $98.08 $126,161 - $140,548	1,433 Added 1.5%	97,190 $8.86 Million
Q1 2024 May 08, 2024	BUY	$79.91 - $94.41 $200,014 - $236,308	2,503 Added 2.68%	95,757 $9.04 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $244,980 - $277,443	3,017 Added 3.34%	93,254 $7.82 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $925,985 - $1.09 Million	11,708 Added 14.91%	90,237 $8.16 Million
Q1 2023 Apr 20, 2023	BUY	$76.97 - $93.11 $146,012 - $176,629	1,897 Added 2.48%	78,529 $6.5 Million
Q4 2022 Feb 09, 2023	BUY	$76.09 - $94.08 $5.83 Million - $7.21 Million	76,632 New	76,632 $6.7 Billion

Others Institutions Holding XLE

# of Institutions

2,046

Shares Held

237M

Call Options Held

46.8M

Put Options Held

75.7M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Ethos Financial Group, LLC Energy Sector Spdr Transaction History