Coordinated Financial Services, Inc. Energy Sector Spdr Transaction History
Coordinated Financial Services, Inc.
- $144 Billion
- Q2 2025
A detailed history of Coordinated Financial Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 4,900 shares of XLE stock, worth $417,872. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,900
Previous 4,171
17.48%
Holding current value
$417,872
Previous $357 Million
16.31%
% of portfolio
0.29%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding XLE
# of Institutions
2,121Shares Held
235MCall Options Held
59.3MPut Options Held
118M-
Bank Of America Corp Charlotte, NC26.6MShares$2.27 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.54 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.26 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.1 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$896 Million0.08% of portfolio