Kfa Private Wealth Group, LLC Energy Sector Spdr Transaction History

Kfa Private Wealth Group, LLC

  • $286 Million
  • Q1 2025

A detailed history of Kfa Private Wealth Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 8,345 shares of XLE stock, worth $686,125. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,345
Previous 4,987 67.34%
Holding current value
$686,125
Previous $427,000 82.44%
% of portfolio
0.27%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$85.7 - $93.96 $287,780 - $315,517
3,358 Added 67.34%
8,345 $779,000
Q4 2024

Jan 22, 2025
BUY
$83.32 - $97.27 $225,213 - $262,920
2,703 Added 118.35%
4,987 $427,000
Q3 2024

Oct 18, 2024
BUY
$84.35 - $93.39 $1,012 - $1,120
12 Added 0.53%
2,284 $200,000
Q2 2024

Aug 07, 2024
SELL
$88.04 - $98.08 $51,679 - $57,572
-587 Reduced 20.53%
2,272 $207,000
Q1 2024

May 01, 2024
BUY
$79.91 - $94.41 $28,847 - $34,082
361 Added 14.45%
2,859 $269,000
Q4 2023

Feb 02, 2024
BUY
$81.2 - $91.96 $202,837 - $229,716
2,498 New
2,498 $209,000

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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