A detailed history of Financial Partners Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Partners Group, LLC holds 16,423 shares of XLE stock, worth $1.47 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
16,423
Previous 16,200 1.38%
Holding current value
$1.47 Million
Previous $1.36 Billion 14.16%
% of portfolio
0.6%
Previous 0.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$79.91 - $94.41 $17,819 - $21,053
223 Added 1.38%
16,423 $1.55 Billion
Q4 2023

Feb 12, 2024

BUY
$81.2 - $91.96 $6,090 - $6,896
75 Added 0.47%
16,200 $1.36 Billion
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $142,520 - $168,234
-1,802 Reduced 10.05%
16,125 $1.46 Billion
Q2 2023

Aug 10, 2023

BUY
$76.59 - $87.23 $8,884 - $10,118
116 Added 0.65%
17,927 $1.46 Billion
Q1 2023

May 12, 2023

SELL
$76.97 - $93.11 $9,313 - $11,266
-121 Reduced 0.67%
17,811 $1.48 Billion
Q4 2022

Feb 09, 2023

BUY
$82.68 - $94.08 $1.48 Million - $1.69 Million
17,932 New
17,932 $1.57 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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