Merit Financial Group, LLC Energy Sector Spdr Transaction History

Merit Financial Group, LLC

$6.49 Billion
Q1 2025

A detailed history of Merit Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Merit Financial Group, LLC holds 83,222 shares of XLE stock, worth $6.79 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

83,222

Previous 115,046 27.66%

Holding current value

$6.79 Million

Previous $9.85 Million 21.94%

% of portfolio

0.12%

Previous 0.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$85.7 - $93.96 $2.73 Million - $2.99 Million	-31,824 Reduced 27.66%	83,222 $7.69 Million
Q4 2024 Jan 15, 2025	BUY	$83.32 - $97.27 $5,999 - $7,003	72 Added 0.06%	115,046 $9.85 Million
Q3 2024 Oct 17, 2024	SELL	$84.35 - $93.39 $129,308 - $143,166	-1,533 Reduced 1.32%	114,974 $10.1 Million
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $103,094 - $114,851	1,171 Added 1.02%	116,507 $10.6 Million
Q1 2024 May 06, 2024	BUY	$79.91 - $94.41 $4.09 Million - $4.83 Million	51,195 Added 79.82%	115,336 $10.9 Million
Q4 2023 Feb 06, 2024	BUY	$81.2 - $91.96 $327,804 - $371,242	4,037 Added 6.72%	64,141 $5.38 Million
Q3 2023 Nov 07, 2023	BUY	$79.09 - $93.36 $1.92 Million - $2.27 Million	24,314 Added 67.94%	60,104 $5.43 Million
Q2 2023 Aug 01, 2023	SELL	$76.59 - $87.23 $3.97 Million - $4.52 Million	-51,840 Reduced 59.16%	35,790 $2.91 Million
Q1 2023 Apr 24, 2023	BUY	$76.97 - $93.11 $587,896 - $711,174	7,638 Added 9.55%	87,630 $7.26 Million
Q4 2022 Jan 13, 2023	BUY	$76.09 - $94.08 $4.48 Million - $5.54 Million	58,895 Added 279.16%	79,992 $0
Q3 2022 Oct 31, 2022	BUY	$67.49 - $84.09 $397,583 - $495,374	5,891 Added 38.74%	21,097 $1.52 Million
Q2 2022 Aug 08, 2022	BUY	$70.66 - $92.28 $727,515 - $950,114	10,296 Added 209.69%	15,206 $1.09 Million
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $280,950 - $386,662	4,910 New	4,910 $375,000
Q4 2018 Feb 15, 2019	SELL	N/A	-5,097 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	576 Added 12.74%	5,097 $386,000
Q2 2018 Aug 07, 2018	BUY	N/A	4,521 New	4,521 $343,000

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

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Merit Financial Group, LLC Energy Sector Spdr Transaction History