Geller Advisors LLC Energy Sector Spdr Transaction History

Geller Advisors LLC

$1.51 Billion
Q4 2024

A detailed history of Geller Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Geller Advisors LLC holds 6,741 shares of XLE stock, worth $620,306. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,741

Holding current value

$620,306

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$83.32 - $97.27 $561,660 - $655,697	6,741 New	6,741 $577,000

Others Institutions Holding XLE

# of Institutions

2,122

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

Bank Of America Corp Charlotte, NC

23.3M
Shares

$2.14 Billion
0.15% of portfolio
Morgan Stanley New York, NY

15.3M
Shares

$1.41 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$973 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$960 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

9.87M
Shares

$908 Million
0.06% of portfolio

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 Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.

Account