Legend Financial Advisors, Inc. Energy Sector Spdr Transaction History

Legend Financial Advisors, Inc.

  • $151 Billion
  • Q2 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 19,457 shares of XLE stock, worth $1.66 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
19,457
Previous 18,755 3.74%
Holding current value
$1.66 Million
Previous $1.75 Billion 5.85%
% of portfolio
1.1%
Previous 1.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$76.44 - $94.13 $53,660 - $66,079
702 Added 3.74%
19,457 $1.65 Billion
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $1.61 Million - $1.76 Million
18,755 New
18,755 $1.75 Billion

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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

Track Legend Financial Advisors, Inc. Portfolio

Follow Legend Financial Advisors, Inc. 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 Legend Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legend Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email