Envestnet Portfolio Solutions, Inc. Energy Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $24.4 Billion
  • Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 9,975 shares of XLE stock, worth $886,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,975
Previous 9,428 5.8%
Holding current value
$886,877
Previous $881,000 4.09%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$76.44 - $94.13 $41,812 - $51,489
547 Added 5.8%
9,975 $845,000
Q1 2025

Apr 21, 2025
SELL
$85.7 - $93.96 $7.13 Million - $7.82 Million
-83,227 Reduced 89.82%
9,428 $881,000
Q4 2024

Feb 10, 2025
SELL
$83.32 - $97.27 $5.36 Million - $6.26 Million
-64,390 Reduced 41.0%
92,655 $7.94 Million
Q3 2024

Oct 31, 2024
BUY
$84.35 - $93.39 $3.95 Million - $4.37 Million
46,773 Added 42.42%
157,045 $13.8 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $3.91 Million - $4.35 Million
44,373 Added 67.33%
110,272 $10.1 Million
Q1 2024

May 06, 2024
SELL
$79.91 - $94.41 $777,124 - $918,137
-9,725 Reduced 12.86%
65,899 $6.22 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $1.74 Million - $1.97 Million
21,415 Added 39.5%
75,624 $6.34 Million
Q3 2023

Nov 13, 2023
BUY
$79.09 - $93.36 $4.29 Million - $5.06 Million
54,209 New
54,209 $4.9 Million

Others Institutions Holding XLE

# of Institutions
2,113
Shares Held
458M
Call Options Held
59.2M
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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email