St. Louis Financial Planners Asset Management, LLC Energy Sector Spdr Transaction History

St. Louis Financial Planners Asset Management, LLC

$116 Billion
Q2 2024

A detailed history of St. Louis Financial Planners Asset Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, St. Louis Financial Planners Asset Management, LLC holds 10,952 shares of XLE stock, worth $1.02 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

10,952

Previous 14,410 24.0%

Holding current value

$1.02 Million

Previous $1.4 Billion 28.61%

% of portfolio

0.86%

Previous 1.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$88.04 - $98.08 $304,442 - $339,160	-3,458 Reduced 24.0%	10,952 $999 Million
Q1 2024 Apr 10, 2024	SELL	$79.91 - $94.41 $211,282 - $249,620	-2,644 Reduced 15.5%	14,410 $1.4 Billion
Q4 2023 Jan 05, 2024	BUY	$81.2 - $91.96 $25,659 - $29,059	316 Added 1.89%	17,054 $1.43 Billion
Q3 2023 Oct 06, 2023	SELL	$79.09 - $93.36 $601,874 - $710,469	-7,610 Reduced 31.26%	16,738 $1.44 Billion
Q2 2023 Jul 06, 2023	BUY	$76.59 - $87.23 $1,148 - $1,308	15 Added 0.06%	24,348 $1.98 Billion
Q1 2023 Apr 05, 2023	BUY	$76.97 - $93.11 $435,419 - $526,723	5,657 Added 30.29%	24,333 $2.02 Billion
Q4 2022 Feb 16, 2023	BUY	$76.09 - $94.08 $1.42 Million - $1.76 Million	18,676 New	18,676 $1.63 Billion

Others Institutions Holding XLE

# of Institutions

2,060

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.6M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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St. Louis Financial Planners Asset Management, LLC Energy Sector Spdr Transaction History