Compass Financial Services Inc Energy Sector Spdr Transaction History

Compass Financial Services Inc

  • $206 Billion
  • Q2 2025

A detailed history of Compass Financial Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Financial Services Inc holds 1,853 shares of XLE stock, worth $158,023. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,853
Previous 2,894 35.97%
Holding current value
$158,023
Previous $270 Million 41.89%
% of portfolio
0.08%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$76.44 - $94.13 $79,574 - $97,989
-1,041 Reduced 35.97%
1,853 $157 Million
Q1 2025

Jun 10, 2025
BUY
$85.7 - $93.96 $35,736 - $39,181
417 Added 16.83%
2,894 $270 Million
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $206,383 - $240,937
2,477 New
2,477 $212 Million

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

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