Hc Financial Advisors Inc Energy Sector Spdr Transaction History

Hc Financial Advisors Inc

$149 Million
Q2 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$53.01 - $59.14 $116,622 - $130,108	-2,200 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$45.79 - $54.81 $100,738 - $120,582	2,200 New	2,200 $115,000

Others Institutions Holding XLE

# of Institutions

2,130

Shares Held

237M

Call Options Held

59.3M

Put Options Held

116M

Bank Of America Corp Charlotte, NC

26.6M
Shares

$2.35 Billion
0.17% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$1.59 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$1.3 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

12.8M
Shares

$1.13 Billion
0.15% of portfolio
Proficio Capital Partners LLC Newton, MA

10.2M
Shares

$898 Million
4.28% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hc Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hc Financial Advisors Inc with notifications on news.