United Financial Planning Group LLC Energy Sector Spdr Transaction History

United Financial Planning Group LLC

  • $159 Billion
  • Q3 2025

A detailed history of United Financial Planning Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, United Financial Planning Group LLC holds 3,301 shares of XLE stock, worth $303,758. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,301
Holding current value
$303,758
% of portfolio
0.19%

Shares

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

Nov 13, 2025
BUY
$84.25 - $91.99 $278,109 - $303,658
3,301 New
3,301 $295 Million

Others Institutions Holding XLE

# of Institutions
2,134
Shares Held
218M
Call Options Held
58.2M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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