Bok Financial Private Wealth, Inc. Energy Sector Spdr Transaction History

Bok Financial Private Wealth, Inc.

$1.33 Billion
Q1 2025

A detailed history of Bok Financial Private Wealth, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 2,693 shares of XLE stock, worth $219,560. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,693

Previous 2,841 5.21%

Holding current value

$219,560

Previous $243,000 3.29%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$85.7 - $93.96 $12,683 - $13,906	-148 Reduced 5.21%	2,693 $251,000
Q4 2024 Feb 07, 2025	SELL	$83.32 - $97.27 $856,279 - $999,643	-10,277 Reduced 78.34%	2,841 $243,000
Q1 2024 Apr 30, 2024	SELL	$79.91 - $94.41 $76,473 - $90,350	-957 Reduced 6.8%	13,118 $1.24 Million
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $11,855 - $13,426	146 Added 1.05%	14,075 $1.18 Million
Q2 2023 Aug 08, 2023	SELL	$76.59 - $87.23 $11,105 - $12,648	-145 Reduced 1.03%	13,929 $1.13 Million
Q1 2023 Apr 21, 2023	BUY	$76.97 - $93.11 $8,697 - $10,521	113 Added 0.81%	14,074 $1.17 Million
Q4 2022 Feb 02, 2023	BUY	$76.09 - $94.08 $862,860 - $1.07 Million	11,340 Added 432.66%	13,961 $1.22 Million
Q3 2022 Nov 07, 2022	BUY	$67.49 - $84.09 $176,891 - $220,399	2,621 New	2,621 $189,000
Q1 2022 May 09, 2022	BUY	$57.22 - $78.75 $149,973 - $206,403	2,621 New	2,621 $200,000

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Account

Bok Financial Private Wealth, Inc. Energy Sector Spdr Transaction History