Founders Financial Alliance, LLC Energy Sector Spdr Transaction History

Founders Financial Alliance, LLC

  • $399 Million
  • Q1 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 71,297 shares of XLE stock, worth $5.81 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
71,297
Previous 73,276 2.7%
Holding current value
$5.81 Million
Previous $6.28 Million 6.15%
% of portfolio
1.67%
Previous 1.76%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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