Northwest Financial Advisors Energy Sector Spdr Transaction History

Northwest Financial Advisors

$77.8 Billion
Q3 2025

A detailed history of Northwest Financial Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 2,620 shares of XLE stock, worth $241,092. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,620

Previous 2,619 0.04%

Holding current value

$241,092

Previous $222 Million 5.41%

% of portfolio

0.3%

Previous 0.31%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$84.25 - $91.99 $84 - $91	1 Added 0.04%	2,620 $234 Million
Q2 2025 Aug 04, 2025	SELL	$76.44 - $94.13 $219,688 - $270,529	-2,874 Reduced 52.32%	2,619 $222 Million
Q1 2025 Apr 11, 2025	SELL	$85.7 - $93.96 $143,290 - $157,101	-1,672 Reduced 23.34%	5,493 $513 Million
Q4 2024 Jan 22, 2025	BUY	$83.32 - $97.27 $1,083 - $1,264	13 Added 0.18%	7,165 $614 Million
Q3 2024 Nov 13, 2024	SELL	$84.35 - $93.39 $99,701 - $110,386	-1,182 Reduced 14.18%	7,152 $628 Million

Q2 2024 Jan 27, 2025	BUY	$88.04 - $98.08 $2,201 - $2,452	25 Added 0.33%	7,717 $703 Million
Q2 2024 Aug 12, 2024	SELL	$88.04 - $98.08 $5,634 - $6,277	-64 Reduced 0.76%	8,334 $760 Million
Q1 2024 Jan 27, 2025	BUY	$79.91 - $94.41 $42,112 - $49,754	527 Added 7.36%	7,692 $726 Million
Q1 2024 May 09, 2024	BUY	$79.91 - $94.41 $58,494 - $69,108	732 Added 9.55%	8,398 $793 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $622,479 - $704,965	7,666 New	7,666 $643 Million

Others Institutions Holding XLE

# of Institutions

2,123

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Energy Sector Spdr Transaction History