Narus Financial Partners, LLC Energy Sector Spdr Transaction History

Narus Financial Partners, LLC

$294 Billion
Q1 2025

A detailed history of Narus Financial Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Narus Financial Partners, LLC holds 12,781 shares of XLE stock, worth $1.05 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

12,781

Previous 12,305 3.87%

Holding current value

$1.05 Million

Previous $1.05 Billion 13.32%

% of portfolio

0.41%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.7 - $93.96 $40,793 - $44,724	476 Added 3.87%	12,781 $1.19 Billion
Q4 2024 Jan 23, 2025	SELL	$83.32 - $97.27 $50,825 - $59,334	-610 Reduced 4.72%	12,305 $1.05 Billion
Q3 2024 Oct 18, 2024	SELL	$84.35 - $93.39 $2,024 - $2,241	-24 Reduced 0.19%	12,915 $1.13 Billion
Q2 2024 Jul 17, 2024	SELL	$88.04 - $98.08 $35,568 - $39,624	-404 Reduced 3.03%	12,939 $1.18 Billion
Q1 2024 Apr 18, 2024	SELL	$79.91 - $94.41 $39,795 - $47,016	-498 Reduced 3.6%	13,343 $1.26 Billion
Q4 2023 Jan 25, 2024	SELL	$81.2 - $91.96 $412,658 - $467,340	-5,082 Reduced 26.86%	13,841 $1.16 Billion
Q3 2023 Oct 30, 2023	SELL	$79.09 - $93.36 $75,293 - $88,878	-952 Reduced 4.79%	18,923 $1.71 Billion
Q2 2023 Aug 30, 2023	SELL	$76.59 - $87.23 $170,719 - $194,435	-2,229 Reduced 10.08%	19,875 $1.61 Billion
Q1 2023 Jun 27, 2023	BUY	$76.97 - $93.11 $1.7 Million - $2.06 Million	22,104 New	22,104 $1.83 Billion
Q4 2022 Oct 12, 2023	BUY	$76.09 - $94.08 $111,319 - $137,639	1,463 Added 6.94%	22,530 $1.97 Billion
Q3 2022 Oct 12, 2023	BUY	$67.49 - $84.09 $80,448 - $100,235	1,192 Added 6.0%	21,067 $1.52 Billion
Q2 2022 Oct 12, 2023	BUY	$70.66 - $92.28 $39,428 - $51,492	558 Added 2.81%	20,433 $1.46 Billion
Q1 2022 Sep 12, 2023	SELL	$57.22 - $78.75 $219,381 - $301,927	-3,834 Reduced 19.29%	16,041 $1.23 Billion
Q1 2021 Mar 07, 2024	SELL	$37.96 - $53.57 $153,889 - $217,172	-4,054 Reduced 29.29%	9,787 $480 Million
Q4 2019 May 14, 2024	SELL	$55.9 - $61.99 $68,198 - $75,627	-1,220 Reduced 14.58%	7,148 $429 Million
Q3 2019 May 14, 2024	SELL	$59.2 - $63.13 $294,520 - $314,071	-4,975 Reduced 37.29%	8,368 $495 Million
Q2 2019 May 13, 2024	SELL	N/A	-4,830 Reduced 36.2%	8,513 $542 Million

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

Ticker XLE
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Narus Financial Partners, LLC Energy Sector Spdr Transaction History