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 6,586 shares of XLE stock, worth $554,343. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,586
Previous 6,385 3.15%
Holding current value
$554,343
Previous $552 Million 4.82%
% of portfolio
0.15%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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