Forbes Financial Planning, Inc. Energy Sector Spdr Transaction History

Forbes Financial Planning, Inc.

$140 Million
Q2 2025

A detailed history of Forbes Financial Planning, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Forbes Financial Planning, Inc. holds 14,293 shares of XLE stock, worth $1.21 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

14,293

Previous 21,952 34.89%

Holding current value

$1.21 Million

Previous $2.05 Million 40.91%

% of portfolio

0.86%

Previous 1.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$76.44 - $94.13 $585,453 - $720,941	-7,659 Reduced 34.89%	14,293 $1.21 Million
Q1 2025 May 08, 2025	SELL	$85.7 - $93.96 $73,187 - $80,241	-854 Reduced 3.74%	21,952 $2.05 Million
Q4 2024 Feb 10, 2025	SELL	$83.32 - $97.27 $36,577 - $42,701	-439 Reduced 1.89%	22,806 $1.95 Million
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $17,376 - $19,238	-206 Reduced 0.88%	23,245 $2.04 Million
Q2 2024 Jul 25, 2024	SELL	$88.04 - $98.08 $30,637 - $34,131	-348 Reduced 1.46%	23,451 $2.14 Million
Q1 2024 Apr 29, 2024	SELL	$79.91 - $94.41 $65,686 - $77,605	-822 Reduced 3.34%	23,799 $2.25 Million
Q4 2023 Feb 13, 2024	SELL	$81.2 - $91.96 $5,765 - $6,529	-71 Reduced 0.29%	24,621 $2.06 Million
Q3 2023 Nov 07, 2023	SELL	$79.09 - $93.36 $47,295 - $55,829	-598 Reduced 2.36%	24,692 $2.23 Million
Q1 2023 May 04, 2023	SELL	$76.97 - $93.11 $107,911 - $130,540	-1,402 Reduced 5.25%	25,290 $2.09 Million
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $13,902 - $17,322	-206 Reduced 0.77%	26,692 $1.92 Million
Q2 2022 Aug 15, 2022	SELL	$70.66 - $92.28 $59,919 - $78,253	-848 Reduced 3.06%	26,898 $1.92 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $31,699 - $43,627	554 Added 2.04%	27,746 $2.12 Million
Q4 2021 Feb 18, 2022	BUY	$53.01 - $59.14 $1.44 Million - $1.61 Million	27,192 New	27,192 $1.49 Million

Others Institutions Holding XLE

# of Institutions

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Forbes Financial Planning, Inc. Energy Sector Spdr Transaction History