Uptown Financial Advisors LLC Energy Sector Spdr Transaction History

Uptown Financial Advisors LLC

  • $117 Billion
  • Q2 2025

A detailed history of Uptown Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 2,816 shares of XLE stock, worth $239,162. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,816
Previous 2,799 0.61%
Holding current value
$239,162
Previous $262 Million 7.92%
% of portfolio
0.21%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$76.44 - $94.13 $1,299 - $1,600
17 Added 0.61%
2,816 $241 Million
Q1 2025

May 06, 2025
BUY
$85.7 - $93.96 $8,741 - $9,583
102 Added 3.78%
2,799 $262 Million
Q4 2024

Apr 29, 2025
BUY
$83.32 - $97.27 $224,714 - $262,337
2,697 New
2,697 $231 Million

Others Institutions Holding XLE

# of Institutions
2,105
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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