Financial Partners Capital Management LLC Energy Sector Spdr Transaction History

Financial Partners Capital Management LLC

  • $449 Billion
  • Q4 2022

A detailed history of Financial Partners Capital Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Partners Capital Management LLC holds 133,493 shares of XLE stock, worth $12.6 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
133,493
Holding current value
$12.6 Million
% of portfolio
2.6%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$76.09 - $94.08 $10.2 Million - $12.6 Million
133,493 New
133,493 $11.7 Billion
Q3 2022

Feb 27, 2023
SELL
$67.49 - $84.09 $60,403 - $75,260
-895 Reduced 0.66%
135,345 $0
Q2 2022

Feb 27, 2023
SELL
$70.66 - $92.28 $95,744 - $125,039
-1,355 Reduced 0.98%
136,240 $0
Q1 2022

Feb 27, 2023
BUY
$57.22 - $78.75 $234,716 - $323,032
4,102 Added 3.07%
137,595 $0
Q4 2021

Feb 27, 2023
SELL
$53.01 - $59.14 $315,356 - $351,823
-5,949 Reduced 3.76%
152,175 $0
Q3 2021

Feb 27, 2023
SELL
$45.79 - $54.81 $15,110 - $18,087
-330 Reduced 0.21%
158,124 $0
Q2 2021

Feb 27, 2023
SELL
$47.07 - $56.19 $30,454 - $36,354
-647 Reduced 0.41%
158,454 $0
Q1 2021

Feb 27, 2023
BUY
$37.96 - $53.57 $972,079 - $1.37 Million
25,608 Added 19.18%
159,101 $0
Q4 2020

Feb 28, 2023
BUY
$27.71 - $41.6 $728,856 - $1.09 Million
26,303 Added 19.7%
159,796 $0
Q1 2018

May 18, 2018
SELL
N/A
-121,211 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
121,211
121,211 $8.76 Million

Others Institutions Holding XLE

# of Institutions
2,041
Shares Held
238M
Call Options Held
47M
Put Options Held
76.6M
View Full List

About ENERGY SECTOR SPDR

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

Track Financial Partners Capital Management LLC Portfolio

Follow Financial Partners Capital Management 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 Financial Partners Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email