Northwest Financial Advisors Energy Sector Spdr Transaction History

Northwest Financial Advisors

$71.7 Billion
Q2 2025

A detailed history of Northwest Financial Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 2,619 shares of XLE stock, worth $222,431. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,619

Previous 5,493 52.32%

Holding current value

$222,431

Previous $513 Million 56.74%

% of portfolio

0.31%

Previous 0.43%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,105

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Northwest Financial Advisors Energy Sector Spdr Transaction History