Founders Financial Alliance, LLC Energy Sector Spdr Transaction History

Founders Financial Alliance, LLC

$481 Million
Q3 2025

A detailed history of Founders Financial Alliance, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 32,809 shares of XLE stock, worth $3.02 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

32,809

Previous 37,992 13.64%

Holding current value

$3.02 Million

Previous $3.22 Million 9.03%

% of portfolio

0.61%

Previous 0.77%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$84.25 - $91.99 $436,667 - $476,784	-5,183 Reduced 13.64%	32,809 $2.93 Million
Q2 2025 Aug 12, 2025	SELL	$76.44 - $94.13 $2.55 Million - $3.13 Million	-33,305 Reduced 46.71%	37,992 $3.22 Million
Q1 2025 May 12, 2025	SELL	$85.7 - $93.96 $169,600 - $185,946	-1,979 Reduced 2.7%	71,297 $6.66 Million
Q4 2024 Feb 07, 2025	SELL	$83.32 - $97.27 $780,958 - $911,711	-9,373 Reduced 11.34%	73,276 $6.28 Million
Q3 2024 Nov 01, 2024	SELL	$84.35 - $93.39 $159,758 - $176,880	-1,894 Reduced 2.24%	82,649 $7.26 Million

Q2 2024 Aug 23, 2024	BUY	$88.04 - $98.08 $97,812 - $108,966	1,111 Added 1.33%	84,543 $7.71 Million
Q1 2024 May 14, 2024	BUY	$79.91 - $94.41 $4.47 Million - $5.28 Million	55,921 Added 203.27%	83,432 $7.88 Million
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $19,975 - $22,622	246 Added 0.9%	27,511 $2.31 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $6,406 - $7,562	81 Added 0.3%	27,265 $2.46 Million
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $19,913 - $22,679	-260 Reduced 0.95%	27,184 $2.21 Million
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $290,022 - $350,838	-3,768 Reduced 12.07%	27,444 $2.27 Million
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $5,630 - $6,961	74 Added 0.24%	31,212 $2.73 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $14,915 - $18,583	-221 Reduced 0.7%	31,138 $2.24 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $101,114 - $132,052	1,431 Added 4.78%	31,359 $2.24 Million
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $47,092 - $64,811	823 Added 2.83%	29,928 $2.29 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $113,017 - $126,086	2,132 Added 7.9%	29,105 $1.62 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $92,862 - $111,154	2,028 Added 8.13%	26,973 $1.41 Million
Q2 2021 Aug 02, 2021	BUY	$47.07 - $56.19 $54,648 - $65,236	1,161 Added 4.88%	24,945 $1.34 Million
Q1 2021 May 14, 2021	BUY	$37.96 - $53.57 $826,085 - $1.17 Million	21,762 Added 1076.26%	23,784 $1.26 Million
Q4 2020 Feb 04, 2021	BUY	$27.71 - $41.6 $33,695 - $50,585	1,216 Added 150.87%	2,022 $78,000
Q3 2020 Nov 13, 2020	BUY	$29.95 - $38.58 $24,139 - $31,095	806 New	806 $24,000

Others Institutions Holding XLE

# of Institutions

2,123

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Energy Sector Spdr Transaction History