Financial Perspectives, Inc Energy Sector Spdr Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,142 shares of XLE stock, worth $305,622. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,142
Previous 3,118 0.77%
Holding current value
$305,622
Previous $284 Million 2.94%
% of portfolio
0.1%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $2,024 - $2,241
24 Added 0.77%
3,142 $276 Million
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $2,024 - $2,255
23 Added 0.74%
3,118 $284 Million
Q1 2024

Apr 19, 2024
BUY
$79.91 - $94.41 $5,114 - $6,042
64 Added 2.11%
3,095 $292 Million
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $162 - $183
2 Added 0.07%
3,031 $254 Million
Q3 2023

Jan 09, 2024
BUY
$79.09 - $93.36 $3,559 - $4,201
45 Added 1.51%
3,029 $274 Million
Q2 2023

Jan 09, 2024
BUY
$76.59 - $87.23 $13,633 - $15,526
178 Added 6.34%
2,984 $242 Million
Q1 2023

Jan 09, 2024
BUY
$76.97 - $93.11 $2,078 - $2,513
27 Added 0.97%
2,806 $232 Million
Q4 2022

Jan 09, 2024
BUY
$76.09 - $94.08 $2,130 - $2,634
28 Added 1.02%
2,779 $243 Million
Q3 2022

Jan 09, 2024
BUY
$67.49 - $84.09 $2,024 - $2,522
30 Added 1.1%
2,751 $198 Million
Q2 2022

Jan 09, 2024
BUY
$70.66 - $92.28 $2,119 - $2,768
30 Added 1.11%
2,721 $195 Million
Q1 2022

Jan 09, 2024
BUY
$57.22 - $78.75 $1,373 - $1,890
24 Added 0.9%
2,691 $206 Million
Q4 2021

Jan 09, 2024
BUY
$53.01 - $59.14 $1,802 - $2,010
34 Added 1.29%
2,667 $148 Million
Q3 2021

Jan 09, 2024
BUY
$45.79 - $54.81 $1,419 - $1,699
31 Added 1.19%
2,633 $137 Million
Q2 2021

Jan 09, 2024
SELL
$47.07 - $56.19 $5.83 Million - $6.96 Million
-123,817 Reduced 97.94%
2,602 $140 Million
Q1 2021

Jan 09, 2024
BUY
$37.96 - $53.57 $4.7 Million - $6.64 Million
123,869 Added 4857.61%
126,419 $2.58 Million
Q4 2020

Jan 09, 2024
BUY
$27.71 - $41.6 $942 - $1,414
34 Added 1.35%
2,550 $96.6 Million
Q3 2020

Jan 09, 2024
BUY
$29.95 - $38.58 $1,287 - $1,658
43 Added 1.74%
2,516 $75.4 Million
Q2 2020

Jan 09, 2024
SELL
$27.62 - $46.86 $3,231 - $5,482
-117 Reduced 4.52%
2,473 $93.6 Million
Q1 2020

Jan 09, 2024
BUY
$23.57 - $60.87 $10,465 - $27,026
444 Added 20.69%
2,590 $75.3 Million
Q4 2019

Jan 09, 2024
BUY
$55.9 - $61.99 $119,961 - $133,030
2,146 New
2,146 $129 Million

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email