A detailed history of Financial Partners Group, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Partners Group, Inc holds 3,145 shares of XLE stock, worth $264,337. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,145
Previous 3,195 1.56%
Holding current value
$264,337
Previous $291,000 5.15%
% of portfolio
0.04%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$84.35 - $93.39 $4,217 - $4,669
-50 Reduced 1.56%
3,145 $276,000
Q2 2024

Jul 19, 2024

SELL
$88.04 - $98.08 $23,770 - $26,481
-270 Reduced 7.79%
3,195 $291,000
Q1 2024

May 07, 2024

SELL
$79.91 - $94.41 $122,342 - $144,541
-1,531 Reduced 30.64%
3,465 $327,000
Q4 2023

Feb 09, 2024

SELL
$81.2 - $91.96 $19,812 - $22,438
-244 Reduced 4.66%
4,996 $418,000
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $34,957 - $41,265
-442 Reduced 7.78%
5,240 $473,000
Q2 2023

Aug 08, 2023

BUY
$76.59 - $87.23 $96,120 - $109,473
1,255 Added 28.35%
5,682 $461,000
Q1 2023

May 12, 2023

BUY
$76.97 - $93.11 $7,389 - $8,938
96 Added 2.22%
4,427 $366,000
Q4 2022

Feb 14, 2023

BUY
$76.09 - $94.08 $103,558 - $128,042
1,361 Added 45.82%
4,331 $378,000
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $200,445 - $249,747
2,970 New
2,970 $214,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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