Financial Perspectives, Inc Energy Sector Spdr Transaction History

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

A detailed history of Financial Perspectives, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,142 shares of XLE stock, worth $264,462. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,142
Previous 3,118 0.77%
Holding current value
$264,462
Previous $284 Million 2.94%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 17, 2024
BUY
$84.35 - $93.39 $2,024 - $2,241
24 Added 0.77%
3,142 $276 Million
Q2 2024

Aug 09, 2024
BUY
$88.04 - $98.08 $2,024 - $2,255
23 Added 0.74%
3,118 $284 Million
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
$76.09 - $94.08 $2,130 - $2,634
28 Added 1.02%
2,779 $243 Million
Q3 2022

Jan 09, 2024
BUY
$67.49 - $84.09 $2,024 - $2,522
30 Added 1.1%
2,751 $198 Million
Q2 2022

Jan 09, 2024
BUY
$70.66 - $92.28 $2,119 - $2,768
30 Added 1.11%
2,721 $195 Million
Q1 2022

Jan 09, 2024
BUY
$57.22 - $78.75 $1,373 - $1,890
24 Added 0.9%
2,691 $206 Million
Q4 2021

Jan 09, 2024
BUY
$53.01 - $59.14 $1,802 - $2,010
34 Added 1.29%
2,667 $148 Million
Q3 2021

Jan 09, 2024
BUY
$45.79 - $54.81 $1,419 - $1,699
31 Added 1.19%
2,633 $137 Million
Q2 2021

Jan 09, 2024
SELL
$47.07 - $56.19 $5.83 Million - $6.96 Million
-123,817 Reduced 97.94%
2,602 $140 Million
Q1 2021

Jan 09, 2024
BUY
$37.96 - $53.57 $4.7 Million - $6.64 Million
123,869 Added 4857.61%
126,419 $2.58 Million
Q4 2020

Jan 09, 2024
BUY
$27.71 - $41.6 $942 - $1,414
34 Added 1.35%
2,550 $96.6 Million
Q3 2020

Jan 09, 2024
BUY
$29.95 - $38.58 $1,287 - $1,658
43 Added 1.74%
2,516 $75.4 Million
Q2 2020

Jan 09, 2024
SELL
$27.62 - $46.86 $3,231 - $5,482
-117 Reduced 4.52%
2,473 $93.6 Million
Q1 2020

Jan 09, 2024
BUY
$23.57 - $60.87 $10,465 - $27,026
444 Added 20.69%
2,590 $75.3 Million
Q4 2019

Jan 09, 2024
BUY
$55.9 - $61.99 $119,961 - $133,030
2,146 New
2,146 $129 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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