Golden State Equity Partners Energy Sector Spdr Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Golden State Equity Partners holds 13,883 shares of XLE stock, worth $1.28 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

13,883

Previous 749 1753.54%

Holding current value

$1.28 Million

Previous $65,000 1729.23%

% of portfolio

0.23%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $1.09 Million - $1.28 Million	13,134 Added 1753.54%	13,883 $1.19 Million
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $993,305 - $1.1 Million	-11,776 Reduced 94.02%	749 $65,000
Q3 2024 Oct 25, 2024	SELL	$84.35 - $93.39 $146,515 - $162,218	-1,737 Reduced 12.18%	12,525 $1.1 Million
Q2 2024 Jul 29, 2024	BUY	$88.04 - $98.08 $20,777 - $23,146	236 Added 1.68%	14,262 $1.3 Million
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $63,985 - $72,464	-788 Reduced 5.32%	14,026 $1.18 Million
Q3 2023 Oct 20, 2023	BUY	$79.09 - $93.36 $81,620 - $96,347	1,032 Added 7.49%	14,814 $1.34 Million
Q2 2023 Jul 19, 2023	BUY	$76.59 - $87.23 $1.06 Million - $1.2 Million	13,782 New	13,782 $1.12 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $838,330 - $1.15 Million	14,651 New	14,651 $719,000
Q2 2021 Aug 12, 2021	SELL	$47.07 - $56.19 $689,622 - $823,239	-14,651 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $556,151 - $784,854	14,651 New	14,651 $719,000

Others Institutions Holding XLE

# of Institutions

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Energy Sector Spdr Transaction History