Briaud Financial Planning, Inc Energy Sector Spdr Transaction History

Briaud Financial Planning, Inc

$254 Million
Q2 2025

A detailed history of Briaud Financial Planning, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 2,779 shares of XLE stock, worth $236,993. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,779

Previous 2,470 12.51%

Holding current value

$236,993

Previous $230,000 2.17%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$76.44 - $94.13 $23,619 - $29,086	309 Added 12.51%	2,779 $235,000
Q4 2024 Feb 07, 2025	SELL	$83.32 - $97.27 $45,659 - $53,303	-548 Reduced 18.16%	2,470 $211,000
Q1 2024 May 03, 2024	BUY	$79.91 - $94.41 $241,168 - $284,929	3,018 New	3,018 $285,000
Q3 2021 Oct 20, 2021	SELL	$45.79 - $54.81 $18.9 Million - $22.7 Million	-413,448 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$47.07 - $56.19 $355,519 - $424,403	-7,553 Reduced 1.79%	413,448 $22.3 Million
Q1 2021 May 05, 2021	BUY	$37.96 - $53.57 $16 Million - $22.6 Million	420,963 Added 1107797.38%	421,001 $20.7 Million
Q4 2020 Jan 27, 2021	SELL	$27.71 - $41.6 $217,800 - $326,976	-7,860 Reduced 99.52%	38 $12.4 Million
Q3 2020 Oct 30, 2020	SELL	$29.95 - $38.58 $209,290 - $269,597	-6,988 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$23.57 - $60.87 $135,103 - $348,906	5,732 Added 456.37%	6,988 $203,000
Q4 2019 Jan 30, 2020	BUY	$55.9 - $61.99 $70,210 - $77,859	1,256 New	1,256 $75,000

Others Institutions Holding XLE

# of Institutions

2,121

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Briaud Financial Planning, Inc Energy Sector Spdr Transaction History