Pds Planning, Inc Energy Sector Spdr Transaction History

Pds Planning, Inc

  • $1.17 Billion
  • Q1 2025

A detailed history of Pds Planning, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Pds Planning, Inc holds 2,307 shares of XLE stock, worth $188,089. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,307
Previous 2,544 9.32%
Holding current value
$188,089
Previous $217,000 0.92%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$85.7 - $93.96 $20,310 - $22,268
-237 Reduced 9.32%
2,307 $215,000
Q4 2024

Feb 10, 2025
SELL
$83.32 - $97.27 $495,837 - $578,853
-5,951 Reduced 70.05%
2,544 $217,000
Q3 2024

Oct 29, 2024
BUY
$84.35 - $93.39 $716,553 - $793,348
8,495 New
8,495 $745,000

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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