David J Yvars Group Energy Sector Spdr Transaction History

David J Yvars Group

$157 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 19, 2023	BUY	$76.97 - $93.11 $226,676 - $274,208	2,945 Added 73.99%	6,925 $573,000
Q4 2022 Jan 17, 2023	BUY	$76.09 - $94.08 $302,838 - $374,438	3,980 New	3,980 $0

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.79 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.55 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.3 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$728 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$706 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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