Comprehensive Financial Consultants Institutional, Inc. Energy Sector Spdr Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 3,436 shares of XLE stock, worth $293,022. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,436

Previous 3,516 2.28%

Holding current value

$293,022

Previous $298,000 2.68%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$84.25 - $91.99 $6,740 - $7,359	-80 Reduced 2.28%	3,436 $306,000
Q1 2025 May 15, 2025	SELL	$85.7 - $93.96 $176,542 - $193,557	-2,060 Reduced 36.94%	3,516 $328,000
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $45,409 - $53,012	545 Added 10.83%	5,576 $477,000
Q3 2024 Oct 31, 2024	SELL	$84.35 - $93.39 $40,994 - $45,387	-486 Reduced 8.81%	5,031 $441,000
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $14,702 - $16,379	167 Added 3.12%	5,517 $502,000
Q1 2024 May 02, 2024	SELL	$79.91 - $94.41 $62,169 - $73,450	-778 Reduced 12.7%	5,350 $505,000
Q4 2023 Jan 24, 2024	SELL	$81.2 - $91.96 $17,701 - $20,047	-218 Reduced 3.44%	6,128 $513,000
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $272,702 - $321,905	3,448 Added 118.98%	6,346 $573,000
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $4,978 - $5,669	-65 Reduced 2.19%	2,898 $235,000
Q1 2023 Apr 19, 2023	SELL	$76.97 - $93.11 $312,267 - $377,747	-4,057 Reduced 57.79%	2,963 $245,000
Q4 2022 Jan 30, 2023	SELL	$76.09 - $94.08 $11,717 - $14,488	-154 Reduced 2.15%	7,020 $614,000
Q2 2022 Aug 09, 2022	SELL	$70.66 - $92.28 $11,093 - $14,487	-157 Reduced 2.14%	7,174 $494,000
Q1 2022 May 11, 2022	SELL	$57.22 - $78.75 $3,547 - $4,882	-62 Reduced 0.84%	7,331 $608,000
Q4 2021 Mar 10, 2022	BUY	$53.01 - $59.14 $391,902 - $437,222	7,393 New	7,393 $509,000

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

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account

Comprehensive Financial Consultants Institutional, Inc. Energy Sector Spdr Transaction History