Pensionmark Financial Group, LLC Energy Sector Spdr Transaction History

Pensionmark Financial Group, LLC

  • $3.09 Billion
  • Q3 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,207 shares of XLE stock, worth $701,024. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,207
Previous 7,207 -0.0%
Holding current value
$701,024
Previous $632,000 -0.0%
% of portfolio
0.02%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$84.35 - $93.39 $327,193 - $362,259
3,879 Added 116.56%
7,207 $632,000
Q2 2024

Aug 14, 2024
BUY
$88.04 - $98.08 $292,997 - $326,410
3,328 New
3,328 $303,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $67,859 - $80,102
858 Added 4.1%
21,773 $1.97 Million
Q2 2023

Aug 14, 2023
SELL
$76.59 - $87.23 $19,070 - $21,720
-249 Reduced 1.18%
20,915 $1.7 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $31,095 - $37,616
404 Added 1.95%
21,164 $1.75 Million
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $512,846 - $634,099
6,740 Added 48.07%
20,760 $1.82 Million
Q3 2022

Nov 14, 2022
BUY
$67.49 - $84.09 $395,018 - $492,178
5,853 Added 71.67%
14,020 $1.01 Million
Q2 2022

Aug 09, 2022
BUY
$70.66 - $92.28 $28,405 - $37,096
402 Added 5.18%
8,167 $608,000
Q1 2022

May 12, 2022
BUY
$57.22 - $78.75 $18,710 - $25,751
327 Added 4.4%
7,765 $594,000
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $394,288 - $439,883
7,438 New
7,438 $509,000
Q3 2021

Nov 12, 2021
SELL
$45.79 - $54.81 $265,398 - $317,678
-5,796 Closed
0 $0
Q2 2021

Aug 12, 2021
SELL
$47.07 - $56.19 $1,788 - $2,135
-38 Reduced 0.65%
5,796 $312,000
Q1 2021

May 17, 2021
BUY
$37.96 - $53.57 $221,458 - $312,527
5,834 New
5,834 $303,000
Q3 2020

Nov 13, 2020
SELL
$29.95 - $38.58 $354,578 - $456,748
-11,839 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$27.62 - $46.86 $326,993 - $554,775
11,839 New
11,839 $457,000

Others Institutions Holding XLE

# of Institutions
2,026
Shares Held
236M
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
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