M3 Advisory Group, LLC Energy Sector Spdr Transaction History

M3 Advisory Group, LLC

$140 Billion
Q4 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 39,624 shares of XLE stock, worth $3.47 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares

39,624

Previous 39,395 0.58%

Holding current value

$3.47 Million

Previous $3.46 Billion 1.87%

% of portfolio

2.43%

Previous 2.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$83.32 - $97.27 $19,080 - $22,274	229 Added 0.58%	39,624 $3.39 Billion
Q3 2024 Oct 17, 2024	BUY	$84.35 - $93.39 $137,068 - $151,758	1,625 Added 4.3%	39,395 $3.46 Billion
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

2,076

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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M3 Advisory Group, LLC Energy Sector Spdr Transaction History