Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,375 shares of XLE stock, worth $524,152. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,375
Previous 6,662 4.31%
Holding current value
$524,152
Previous $570,000 3.33%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$85.7 - $93.96 $24,595 - $26,966
-287 Reduced 4.31%
6,375 $589,000
Q4 2024

Jan 21, 2025
BUY
$83.32 - $97.27 $70,072 - $81,804
841 Added 14.45%
6,662 $570,000
Q3 2024

Oct 18, 2024
BUY
$84.35 - $93.39 $128,971 - $142,793
1,529 Added 35.62%
5,821 $511,000
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $12,677 - $14,123
144 Added 3.47%
4,292 $391,000
Q1 2024

Apr 16, 2024
SELL
$79.91 - $94.41 $13,025 - $15,388
-163 Reduced 3.78%
4,148 $391,000
Q4 2023

Jan 12, 2024
BUY
$81.2 - $91.96 $19,569 - $22,162
241 Added 5.92%
4,311 $361,000
Q3 2023

Oct 10, 2023
SELL
$79.09 - $93.36 $36,302 - $42,852
-459 Reduced 10.13%
4,070 $367,000
Q2 2023

Jul 27, 2023
BUY
$76.59 - $87.23 $35,767 - $40,736
467 Added 11.5%
4,529 $367,000
Q1 2023

Apr 21, 2023
SELL
$76.97 - $93.11 $51,954 - $62,849
-675 Reduced 14.25%
4,062 $336,000
Q4 2022

Jan 25, 2023
BUY
$76.09 - $94.08 $360,438 - $445,656
4,737 New
4,737 $0

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email