Pfs Investments Inc. Energy Sector Spdr Transaction History

Pfs Investments Inc.

$6.12 Billion
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $745,073 - $921,231	-9,792 Reduced 14.87%	56,079 $4.91 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $283,323 - $353,009	-4,198 Reduced 5.99%	65,871 $4.74 Million
Q2 2022 Aug 12, 2022	SELL	$70.66 - $92.28 $214,947 - $280,715	-3,042 Reduced 4.16%	70,069 $5.01 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $4.18 Million - $5.76 Million	73,111 New	73,111 $5.59 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-64,061 Closed	0 $0
Q3 2018 Oct 01, 2018	BUY	N/A	9,044 Added 16.44%	64,061 $4.85 Million
Q2 2018 Jul 12, 2018	BUY	N/A	25,951 Added 89.28%	55,017 $4.26 Million
Q1 2018 Apr 30, 2018	BUY	N/A	9,499 Added 48.55%	29,066 $0
Q4 2017 Feb 15, 2018	BUY	N/A	19,567	19,567 $1.49 Million

Others Institutions Holding XLE

# of Institutions

2,125

Shares Held

237M

Call Options Held

48M

Put Options Held

110M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.95 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.61 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.36 Billion
0.3% of portfolio
Goldman Sachs Group Inc New York, NY

8.88M
Shares

$810 Million
0.12% of portfolio
Jpmorgan Chase & CO New York, NY

7.92M
Shares

$722 Million
0.06% of portfolio

About ENERGY SECTOR SPDR

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