Financial Perspectives, Inc Energy Sector Spdr Transaction History

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,095 shares of XLE stock, worth $282,047. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,095
Previous 3,031 2.11%
Holding current value
$282,047
Previous $254 Million 14.99%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Apr 19, 2024
BUY
$79.91 - $94.41 $5,114 - $6,042
64 Added 2.11%
3,095 $292 Million
Q4 2023

Feb 01, 2024
BUY
$81.2 - $91.96 $162 - $183
2 Added 0.07%
3,031 $254 Million
Q3 2023

Jan 09, 2024
BUY
$79.09 - $93.36 $3,559 - $4,201
45 Added 1.51%
3,029 $274 Million
Q2 2023

Jan 09, 2024
BUY
$76.59 - $87.23 $13,633 - $15,526
178 Added 6.34%
2,984 $242 Million
Q1 2023

Jan 09, 2024
BUY
$76.97 - $93.11 $2,078 - $2,513
27 Added 0.97%
2,806 $232 Million
Q4 2022

Jan 09, 2024
BUY
$82.68 - $94.08 $2,315 - $2,634
28 Added 1.02%
2,779 $243 Million
Q3 2022

Jan 09, 2024
BUY
N/A
30 Added 1.1%
2,751 $198 Million
Q2 2022

Jan 09, 2024
BUY
N/A
30 Added 1.11%
2,721 $195 Million
Q1 2022

Jan 09, 2024
BUY
N/A
24 Added 0.9%
2,691 $206 Million
Q4 2021

Jan 09, 2024
BUY
N/A
34 Added 1.29%
2,667 $148 Million
Q3 2021

Jan 09, 2024
BUY
N/A
31 Added 1.19%
2,633 $137 Million
Q2 2021

Jan 09, 2024
SELL
N/A
-123,817 Reduced 97.94%
2,602 $140 Million
Q1 2021

Jan 09, 2024
BUY
N/A
123,869 Added 4857.61%
126,419 $2.58 Million
Q4 2020

Jan 09, 2024
BUY
N/A
34 Added 1.35%
2,550 $96.6 Million
Q3 2020

Jan 09, 2024
BUY
N/A
43 Added 1.74%
2,516 $75.4 Million
Q2 2020

Jan 09, 2024
SELL
N/A
-117 Reduced 4.52%
2,473 $93.6 Million
Q1 2020

Jan 09, 2024
BUY
N/A
444 Added 20.69%
2,590 $75.3 Million
Q4 2019

Jan 09, 2024
BUY
N/A
2,146 New
2,146 $129 Million

Others Institutions Holding XLE

# of Institutions
2,028
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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