M3 Advisory Group, LLC Energy Sector Spdr Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 39,417 shares of XLE stock, worth $3.33 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares

39,417

Previous 39,791 0.94%

Holding current value

$3.33 Million

Previous $3.72 Billion 10.1%

% of portfolio

2.31%

Previous 2.94%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$76.44 - $94.13 $28,588 - $35,204	-374 Reduced 0.94%	39,417 $3.34 Billion
Q1 2025 Apr 22, 2025	BUY	$85.7 - $93.96 $14,311 - $15,691	167 Added 0.42%	39,791 $3.72 Billion
Q4 2024 Jan 21, 2025	BUY	$83.32 - $97.27 $19,080 - $22,274	229 Added 0.58%	39,624 $3.39 Billion
Q3 2024 Oct 17, 2024	BUY	$84.35 - $93.39 $137,068 - $151,758	1,625 Added 4.3%	39,395 $3.46 Billion
Q2 2024 Jul 19, 2024	BUY	$88.04 - $98.08 $163,050 - $181,644	1,852 Added 5.16%	37,770 $3.44 Billion
Q1 2024 Apr 29, 2024	BUY	$79.91 - $94.41 $287,516 - $339,687	3,598 Added 11.13%	35,918 $3.39 Billion
Q4 2023 Mar 19, 2024	BUY	$81.2 - $91.96 $2.62 Million - $2.97 Million	32,320 New	32,320 $2.71 Billion

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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M3 Advisory Group, LLC Energy Sector Spdr Transaction History