Financial & Tax Architects, LLC Energy Sector Spdr Transaction History

Financial & Tax Architects, LLC

  • $363 Billion
  • Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 7,266 shares of XLE stock, worth $665,056. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,266
Previous 8,626 15.77%
Holding current value
$665,056
Previous $723 Million 5.15%
% of portfolio
0.19%
Previous 0.21%

Shares

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

May 08, 2024
SELL
$79.91 - $94.41 $108,677 - $128,397
-1,360 Reduced 15.77%
7,266 $686 Million
Q4 2023

Jan 25, 2024
SELL
$81.2 - $91.96 $91,593 - $103,730
-1,128 Reduced 11.56%
8,626 $723 Million
Q3 2023

Oct 19, 2023
BUY
$79.09 - $93.36 $771,443 - $910,633
9,754 New
9,754 $882 Million
Q1 2023

Apr 26, 2023
SELL
$76.97 - $93.11 $302,953 - $366,480
-3,936 Reduced 26.14%
11,124 $921 Million
Q4 2022

Feb 09, 2023
BUY
$82.68 - $94.08 $1.25 Million - $1.42 Million
15,060 New
15,060 $1.36 Billion
Q3 2022

Aug 25, 2023
BUY
N/A
18,207 New
18,207 $1.31 Billion
Q2 2022

Aug 25, 2023
SELL
N/A
-3,015 Reduced 13.99%
18,535 $1.33 Billion
Q1 2022

Aug 25, 2023
BUY
N/A
21,550 New
21,550 $1.65 Billion
Q4 2021

Aug 25, 2023
BUY
N/A
3,727 Added 20.01%
22,357 $1.24 Billion
Q3 2021

Aug 25, 2023
BUY
N/A
5,169 Added 38.4%
18,630 $970 Million
Q2 2021

Aug 25, 2023
BUY
N/A
2,905 Added 27.52%
13,461 $725 Million
Q1 2021

Aug 25, 2023
BUY
N/A
10,556 New
10,556 $518 Million

Others Institutions Holding XLE

# of Institutions
2,029
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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