M3 Advisory Group, LLC Energy Sector Spdr Transaction History

M3 Advisory Group, LLC

  • $121 Billion
  • Q2 2024

A detailed history of M3 Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 37,770 shares of XLE stock, worth $3.23 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
37,770
Previous 35,918 5.16%
Holding current value
$3.23 Million
Previous $3.39 Billion 1.53%
% of portfolio
2.83%
Previous 3.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$88.04 - $98.08 $163,050 - $181,644
1,852 Added 5.16%
37,770 $3.44 Billion
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $287,516 - $339,687
3,598 Added 11.13%
35,918 $3.39 Billion
Q4 2023

Mar 19, 2024
BUY
$81.2 - $91.96 $2.62 Million - $2.97 Million
32,320 New
32,320 $2.71 Billion

Others Institutions Holding XLE

# of Institutions
2,062
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

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