Cascade Financial Partners, LLC Energy Sector Spdr Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,188 shares of XLE stock, worth $190,574. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,188
Holding current value
$190,574
% of portfolio
0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$85.7 - $93.96 $187,511 - $205,584
2,188 New
2,188 $204 Million
Q3 2024

Oct 24, 2024
BUY
$84.35 - $93.39 $194,511 - $215,357
2,306 New
2,306 $208 Million

Others Institutions Holding XLE

# of Institutions
2,124
Shares Held
449M
Call Options Held
50.1M
Put Options Held
120M
View Full List

About ENERGY SECTOR SPDR

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