Northwest Financial Advisors Energy Sector Spdr Transaction History

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024

A detailed history of Northwest Financial Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 7,152 shares of XLE stock, worth $682,157. This represents 0.5% of its overall portfolio holdings.

Number of Shares
7,152
Previous 8,334 14.18%
Holding current value
$682,157
Previous $760 Million 17.34%
% of portfolio
0.5%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Aug 12, 2024
SELL
$88.04 - $98.08 $5,634 - $6,277
-64 Reduced 0.76%
8,334 $760 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
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email