Kfa Private Wealth Group, LLC Energy Sector Spdr Transaction History

Kfa Private Wealth Group, LLC

$347 Million
Q3 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 7,573 shares of XLE stock, worth $673,315. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,573

Previous 8,492 10.82%

Holding current value

$673,315

Previous $720,000 6.94%

% of portfolio

0.19%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 03, 2025	SELL	$84.25 - $91.99 $77,425 - $84,538	-919 Reduced 10.82%	7,573 $670,000
Q2 2025 Jul 24, 2025	BUY	$76.44 - $94.13 $11,236 - $13,837	147 Added 1.76%	8,492 $720,000
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

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Kfa Private Wealth Group, LLC Energy Sector Spdr Transaction History