Midwest Heritage Bank, Fsb Energy Sector Spdr Transaction History

Midwest Heritage Bank, Fsb

$207 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $246,159 - $274,231	2,796 New	2,796 $254,000
Q3 2023 Oct 27, 2023	SELL	$79.09 - $93.36 $24,834 - $29,315	-314 Reduced 9.36%	3,039 $274,000
Q2 2023 Jul 26, 2023	BUY	$76.59 - $87.23 $3,906 - $4,448	51 Added 1.54%	3,353 $272,000
Q1 2023 Apr 19, 2023	SELL	$76.97 - $93.11 $96,751 - $117,039	-1,257 Reduced 27.57%	3,302 $273,000
Q4 2022 Jan 19, 2023	SELL	$76.09 - $94.08 $47,251 - $58,423	-621 Reduced 11.99%	4,559 $0
Q3 2022 Oct 21, 2022	SELL	$67.49 - $84.09 $64,520 - $80,390	-956 Reduced 15.58%	5,180 $373,000
Q2 2022 Jul 13, 2022	SELL	$70.66 - $92.28 $30,878 - $40,326	-437 Reduced 6.65%	6,136 $439,000
Q1 2022 Apr 28, 2022	BUY	$57.22 - $78.75 $13,046 - $17,955	228 Added 3.59%	6,573 $502,000
Q4 2021 Jan 28, 2022	BUY	$53.01 - $59.14 $336,348 - $375,243	6,345 New	6,345 $352,000

Others Institutions Holding XLE

# of Institutions

2,102

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.84 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.57 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.32 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$737 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$715 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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