Holos Integrated Wealth LLC Energy Sector Spdr Transaction History

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025

A detailed history of Holos Integrated Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 578 shares of XLE stock, worth $53,187. This represents 0.01% of its overall portfolio holdings.

Number of Shares
578
Previous 289 100.0%
Holding current value
$53,187
Previous $24.6 Million 7.13%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026
BUY
$85.22 - $92.02 $24,628 - $26,593
289 Added 100.0%
578 $26.4 Million
Q4 2024

Aug 08, 2025
BUY
$83.32 - $97.27 $24,079 - $28,111
289 New
289 $24.8 Million

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Holos Integrated Wealth LLC Portfolio

Follow Holos Integrated Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holos Integrated Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holos Integrated Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email