Coordinated Financial Services, Inc./Co Energy Sector Spdr Transaction History
Coordinated Financial Services, Inc./Co
- $131 Billion
- Q1 2025
A detailed history of Coordinated Financial Services, Inc./Co transactions in Energy Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc./Co holds 4,889 shares of XLE stock, worth $435,023. This represents 0.35% of its overall portfolio holdings.
Number of Shares
4,889
Previous 4,921
0.65%
Holding current value
$435,023
Previous $449 Million
1.86%
% of portfolio
0.35%
Previous 0.38%
Shares
3 transactions
Others Institutions Holding XLE
# of Institutions
2,177Shares Held
230MCall Options Held
50.1MPut Options Held
118M-
Bank Of America Corp Charlotte, NC27.8MShares$2.47 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.45 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.27 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$935 Million0.08% of portfolio
-
Ubs Group Ag9.39MShares$835 Million0.17% of portfolio