Org Partners LLC Energy Sector Spdr Transaction History

Org Partners LLC

$644 Million
Q2 2024

A detailed history of Org Partners LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Org Partners LLC holds 1,038 shares of XLE stock, worth $88,842. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,038

Holding current value

$88,842

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$88.04 - $98.08 $91,385 - $101,807	1,038 New	1,038 $94,000
Q4 2023 Jan 29, 2024	BUY	$81.2 - $91.96 $30,044 - $34,025	370 Added 159.48%	602 $50,000
Q3 2023 Nov 03, 2023	SELL	$79.09 - $93.36 $71,181 - $84,024	-900 Reduced 79.51%	232 $232,000
Q2 2023 Jul 25, 2023	BUY	$76.59 - $87.23 $86,699 - $98,744	1,132 New	1,132 $92.4 Million

Others Institutions Holding XLE

# of Institutions

2,062

Shares Held

241M

Call Options Held

47.3M

Put Options Held

75.8M

Bank Of America Corp Charlotte, NC

41.1M
Shares

$3.52 Billion
0.34% of portfolio
Morgan Stanley New York, NY

17.6M
Shares

$1.51 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

11.8M
Shares

$1.01 Billion
0.26% of portfolio
Goldman Sachs Group Inc New York, NY

8.31M
Shares

$711 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

8.09M
Shares

$693 Million
0.38% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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