Gradient Capital Advisors, LLC Energy Sector Spdr Transaction History
Gradient Capital Advisors, LLC
- $329 Million
- Q2 2025
A detailed history of Gradient Capital Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 4,558 shares of XLE stock, worth $397,001. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,558
Previous 3,362
35.57%
Holding current value
$397,001
Previous $314,000
22.93%
% of portfolio
0.12%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding XLE
# of Institutions
2,131Shares Held
450MCall Options Held
50.1MPut Options Held
120M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.4 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC27.8MShares$2.42 Billion0.21% of portfolio
-
Morgan Stanley New York, NY16.3MShares$1.42 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.2MShares$1.24 Billion0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$915 Million0.08% of portfolio