Cornerstone Planning Group LLC Energy Sector Spdr Transaction History

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

A detailed history of Cornerstone Planning Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 6,725 shares of XLE stock, worth $575,054. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,725

Previous 6,646 1.19%

Holding current value

$575,054

Previous $601 Million 9.03%

% of portfolio

0.13%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.7 - $93.96 $6,770 - $7,422	79 Added 1.19%	6,725 $546 Million
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $4,999 - $5,836	60 Added 0.91%	6,646 $601 Million
Q3 2024 Nov 05, 2024	BUY	$84.35 - $93.39 $16,954 - $18,771	201 Added 3.15%	6,586 $579 Million
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $10,124 - $11,279	115 Added 1.83%	6,385 $552 Million
Q1 2024 May 07, 2024	BUY	$79.91 - $94.41 $14,783 - $17,465	185 Added 3.04%	6,270 $580 Million
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $86,559 - $98,029	1,066 Added 21.24%	6,085 $510 Million
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $171,704 - $202,684	2,171 Added 76.23%	5,019 $454 Million
Q2 2023 Aug 15, 2023	BUY	$76.59 - $87.23 $10,492 - $11,950	137 Added 5.05%	2,848 $231 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $206,279 - $255,050	2,711 New	2,711 $243 Million

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

445M

Call Options Held

50.2M

Put Options Held

120M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Cornerstone Planning Group LLC Energy Sector Spdr Transaction History