M3 Advisory Group, LLC Energy Sector Spdr Transaction History

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024

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 39,395 shares of XLE stock, worth $3.71 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
39,395
Previous 37,770 4.3%
Holding current value
$3.71 Million
Previous $3.44 Billion 0.47%
% of portfolio
2.54%
Previous 2.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,044
Shares Held
236M
Call Options Held
47M
Put Options Held
75.7M
View Full List

About ENERGY SECTOR SPDR

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

Track M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, LLC 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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email