Farther Finance Advisors, LLC Energy Sector Spdr Transaction History

Farther Finance Advisors, LLC

$2.67 Trillion
Q3 2024

A detailed history of Farther Finance Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 18,503 shares of XLE stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

18,503

Previous 8,881 108.34%

Holding current value

$1.78 Million

Previous $810 Million 100.56%

% of portfolio

0.06%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$84.35 - $93.39 $811,615 - $898,598	9,622 Added 108.34%	18,503 $1.62 Billion
Q2 2024 Jul 31, 2024	BUY	$88.04 - $98.08 $431,836 - $481,082	4,905 Added 123.37%	8,881 $810 Million
Q1 2024 May 13, 2024	BUY	$79.91 - $94.41 $55,857 - $65,992	699 Added 21.33%	3,976 $378 Million
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $83,636 - $94,718	-1,030 Reduced 32.08%	2,181 $183 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $5,219 - $6,161	-66 Reduced 2.01%	3,211 $290 Million
Q2 2023 May 13, 2024	SELL	$76.59 - $87.23 $220,349 - $250,960	-2,877 Reduced 46.75%	3,277 $266 Million
Q2 2023 Sep 12, 2023	SELL	$76.59 - $87.23 $220,349 - $250,960	-2,877 Reduced 46.75%	3,277 $266 Million
Q1 2023 May 13, 2024	BUY	$76.97 - $93.11 $305,801 - $369,926	3,973 Added 182.16%	6,154 $510 Million
Q1 2023 Sep 12, 2023	BUY	$76.97 - $93.11 $67,040 - $81,098	871 Added 16.49%	6,154 $510 Million
Q4 2022 Sep 11, 2023	BUY	$76.09 - $94.08 $401,983 - $497,024	5,283 New	5,283 $462 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Farther Finance Advisors, LLC Energy Sector Spdr Transaction History