Curran Financial Partners, LLC Energy Sector Spdr Transaction History

Curran Financial Partners, LLC

$435 Million
Q3 2025

A detailed history of Curran Financial Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Curran Financial Partners, LLC holds 2,770 shares of XLE stock, worth $236,225. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,770

Previous 2,434 13.8%

Holding current value

$236,225

Previous $206,000 19.9%

% of portfolio

0.06%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$84.25 - $91.99 $28,308 - $30,908	336 Added 13.8%	2,770 $247,000
Q2 2025 Jul 21, 2025	BUY	$76.44 - $94.13 $186,054 - $229,112	2,434 New	2,434 $206,000
Q1 2024 May 02, 2024	BUY	$79.91 - $94.41 $171,087 - $202,131	2,141 New	2,141 $202,000
Q3 2023 Nov 09, 2023	SELL	$79.09 - $93.36 $12,338 - $14,564	-156 Reduced 5.52%	2,671 $241,000
Q2 2023 Jul 11, 2023	BUY	$76.59 - $87.23 $1,838 - $2,093	24 Added 0.86%	2,827 $229,000
Q1 2023 May 02, 2023	SELL	$76.97 - $93.11 $52,801 - $63,873	-686 Reduced 19.66%	2,803 $232,000
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $36,447 - $45,064	-479 Reduced 12.07%	3,489 $305,000
Q3 2022 Nov 03, 2022	SELL	$67.49 - $84.09 $19,167 - $23,881	-284 Reduced 6.68%	3,968 $286,000
Q2 2022 Aug 05, 2022	SELL	$70.66 - $92.28 $70,660 - $92,280	-1,000 Reduced 19.04%	4,252 $304,000
Q1 2022 Apr 27, 2022	SELL	$57.22 - $78.75 $50,696 - $69,772	-886 Reduced 14.43%	5,252 $401,000
Q4 2021 Feb 10, 2022	SELL	$53.01 - $59.14 $57,038 - $63,634	-1,076 Reduced 14.92%	6,138 $341,000
Q3 2021 Nov 09, 2021	SELL	$45.79 - $54.81 $52,200 - $62,483	-1,140 Reduced 13.65%	7,214 $379,000
Q2 2021 Aug 26, 2021	SELL	$47.07 - $56.19 $129,866 - $155,028	-2,759 Reduced 24.83%	8,354 $450,000
Q1 2021 May 19, 2021	BUY	$37.96 - $53.57 $82,411 - $116,300	2,171 Added 24.28%	11,113 $545,000
Q4 2020 Mar 01, 2021	BUY	$27.71 - $41.6 $247,782 - $371,987	8,942 New	8,942 $339,000

Others Institutions Holding XLE

# of Institutions

2,130

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 Curran Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curran Financial Partners, LLC with notifications on news.

Account

Curran Financial Partners, LLC Energy Sector Spdr Transaction History