Life Plan Financial, LLC Energy Sector Spdr Transaction History

Life Plan Financial, LLC

$115 Billion
Q1 2025

A detailed history of Life Plan Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 26,900 shares of XLE stock, worth $2.21 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares

26,900

Previous 28,276 4.87%

Holding current value

$2.21 Million

Previous $2.42 Billion 3.79%

% of portfolio

2.19%

Previous 2.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$85.7 - $93.96 $117,923 - $129,288	-1,376 Reduced 4.87%	26,900 $2.51 Billion
Q4 2024 Jan 16, 2025	SELL	$83.32 - $97.27 $141,477 - $165,164	-1,698 Reduced 5.66%	28,276 $2.42 Billion
Q3 2024 Oct 03, 2024	SELL	$84.35 - $93.39 $82,325 - $91,148	-976 Reduced 3.15%	29,974 $2.63 Billion
Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $69,023 - $76,894	-784 Reduced 2.47%	30,950 $2.82 Billion
Q1 2024 Apr 30, 2024	SELL	$79.91 - $94.41 $116,668 - $137,838	-1,460 Reduced 4.4%	31,734 $3 Billion
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $2.7 Million - $3.05 Million	33,194 New	33,194 $2.78 Billion

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Account

Life Plan Financial, LLC Energy Sector Spdr Transaction History