Monument Capital Management Energy Sector Spdr Transaction History

Monument Capital Management

$358 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$81.2 - $91.96 $2,354 - $2,666	-29 Reduced 0.78%	3,685 $308,000
Q3 2023 Oct 25, 2023	SELL	$79.09 - $93.36 $1.03 Million - $1.21 Million	-13,010 Reduced 77.79%	3,714 $335,000
Q2 2023 Jul 18, 2023	SELL	$76.59 - $87.23 $43,503 - $49,546	-568 Reduced 3.28%	16,724 $1.36 Million
Q1 2023 Apr 21, 2023	BUY	$76.97 - $93.11 $18,703 - $22,625	243 Added 1.43%	17,292 $1.43 Million
Q4 2022 Jan 26, 2023	SELL	$76.09 - $94.08 $15,826 - $19,568	-208 Reduced 1.21%	17,049 $0
Q3 2022 Nov 07, 2022	BUY	$67.49 - $84.09 $246,608 - $307,264	3,654 Added 26.86%	17,257 $1.24 Million
Q2 2022 Jul 20, 2022	SELL	$70.66 - $92.28 $29,606 - $38,665	-419 Reduced 2.99%	13,603 $973,000
Q1 2022 Apr 14, 2022	BUY	$57.22 - $78.75 $802,338 - $1.1 Million	14,022 New	14,022 $1.07 Million

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.12 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.68 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.42 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$792 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$768 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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