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 $302,700. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,142

Previous 3,118 0.77%

Holding current value

$302,700

Previous $284 Million 2.94%

% of portfolio

0.1%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Financial Perspectives, Inc Energy Sector Spdr Transaction History