Intrepid Financial Planning Group LLC Energy Sector Spdr Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 13,540 shares of XLE stock, worth $1.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
13,540
Previous 44,562 69.62%
Holding current value
$1.14 Million
Previous $4.06 Million 70.75%
% of portfolio
0.51%
Previous 1.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$84.35 - $93.39 $2.62 Million - $2.9 Million
-31,022 Reduced 69.62%
13,540 $1.19 Million
Q2 2024

Aug 12, 2024
BUY
$88.04 - $98.08 $40,058 - $44,626
455 Added 1.03%
44,562 $4.06 Million
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $243,325 - $287,478
-3,045 Reduced 6.46%
44,107 $4.16 Million
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $148,839 - $168,562
-1,833 Reduced 3.74%
47,152 $3.95 Million
Q3 2023

Nov 03, 2023
SELL
$79.09 - $93.36 $238,219 - $281,200
-3,012 Reduced 5.79%
48,985 $4.43 Million
Q2 2023

Aug 09, 2023
SELL
$76.59 - $87.23 $224,102 - $255,234
-2,926 Reduced 5.33%
51,997 $4.22 Million
Q1 2023

May 02, 2023
BUY
$76.97 - $93.11 $22,552 - $27,281
293 Added 0.54%
54,923 $4.55 Million
Q4 2022

Feb 02, 2023
BUY
$76.09 - $94.08 $126,385 - $156,266
1,661 Added 3.14%
54,630 $4.78 Million
Q3 2022

Nov 07, 2022
BUY
$67.49 - $84.09 $13,565 - $16,902
201 Added 0.38%
52,969 $3.82 Million
Q2 2022

Aug 15, 2022
BUY
$70.66 - $92.28 $3.73 Million - $4.87 Million
52,768 New
52,768 $3.77 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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