Fiduciary Alliance LLC Energy Sector Spdr Transaction History

Fiduciary Alliance LLC

$1.49 Trillion
Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fiduciary Alliance LLC holds 12,999 shares of XLE stock, worth $1.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,999

Previous 12,962 0.29%

Holding current value

$1.11 Million

Previous $1.1 Billion 5.64%

% of portfolio

0.08%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$84.25 - $91.99 $3,117 - $3,403	37 Added 0.29%	12,999 $1.16 Billion
Q2 2025 Jul 09, 2025	BUY	$76.44 - $94.13 $429,287 - $528,634	5,616 Added 76.45%	12,962 $1.1 Billion
Q1 2025 Apr 09, 2025	BUY	$85.7 - $93.96 $343,999 - $377,155	4,014 Added 120.47%	7,346 $686 Million
Q4 2024 Jan 13, 2025	BUY	$83.32 - $97.27 $277,622 - $324,103	3,332 New	3,332 $285 Million
Q1 2024 Apr 17, 2024	SELL	$79.91 - $94.41 $15,902 - $18,787	-199 Reduced 6.29%	2,965 $282 Million
Q4 2023 Jan 17, 2024	BUY	$81.2 - $91.96 $2,760 - $3,126	34 Added 1.09%	3,164 $265 Million
Q3 2023 Oct 18, 2023	SELL	$79.09 - $93.36 $1,502 - $1,773	-19 Reduced 0.6%	3,130 $283 Million
Q2 2023 Jul 18, 2023	BUY	$76.59 - $87.23 $241,181 - $274,687	3,149 New	3,149 $256 Million
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $18,870 - $23,331	248 New	248 $21.7 Million

Others Institutions Holding XLE

# of Institutions

2,117

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

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Fiduciary Alliance LLC Energy Sector Spdr Transaction History