A detailed history of Summit Wealth Group LLC / CO transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 8,696 shares of XLE stock, worth $800,205. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,696
Holding current value
$800,205
% of portfolio
0.32%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$84.25 - $91.99 $732,638 - $799,945
8,696 New
8,696 $966 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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