Fortis Group Advisors, LLC Energy Sector Spdr Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 3,654 shares of XLE stock, worth $336,241. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,654
Previous 63,058 94.21%
Holding current value
$336,241
Previous $5.5 Billion 94.14%
% of portfolio
0.06%
Previous 1.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$84.25 - $91.99 $5 Million - $5.46 Million
-59,404 Reduced 94.21%
3,654 $322 Million
Q2 2025

Aug 08, 2025
BUY
$76.44 - $94.13 $3.82 Million - $4.7 Million
49,914 Added 379.75%
63,058 $5.5 Billion
Q1 2025

May 02, 2025
SELL
$85.7 - $93.96 $7.37 Million - $8.08 Million
-85,950 Reduced 86.74%
13,144 $1.23 Billion
Q4 2024

Jan 31, 2025
BUY
$83.32 - $97.27 $927,684 - $1.08 Million
11,134 Added 12.66%
99,094 $8.49 Billion
Q3 2024

Oct 21, 2024
BUY
$84.35 - $93.39 $5.45 Million - $6.04 Million
64,629 Added 277.01%
87,960 $7.72 Billion
Q2 2024

Jul 30, 2024
SELL
$88.04 - $98.08 $2.47 Million - $2.75 Million
-28,026 Reduced 54.57%
23,331 $2.13 Billion
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $3.35 Million - $3.96 Million
41,961 Added 446.58%
51,357 $4.85 Billion
Q4 2023

Mar 04, 2024
BUY
$81.2 - $91.96 $263,900 - $298,870
3,250 Added 52.88%
9,396 $785 Million
Q3 2023

Dec 01, 2023
BUY
$79.09 - $93.36 $486,087 - $573,790
6,146 New
6,146 $534 Million
Q1 2023

May 26, 2023
SELL
$76.97 - $93.11 $62,191 - $75,232
-808 Reduced 24.86%
2,442 $208 Million
Q3 2020

Nov 17, 2020
BUY
$29.95 - $38.58 $97,337 - $125,385
3,250 New
3,250 $97,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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