Phillips Financial Management, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr S&P Oil & Gas stock. As of the latest transaction made, Phillips Financial Management, LLC holds 50 shares of XES stock, worth $3,552. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,552
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XES
# of Institutions
78Shares Held
647KCall Options Held
15.3KPut Options Held
17K-
Morgan Stanley New York, NY94.2KShares$6.69 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC86.5KShares$6.14 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY53.8KShares$3.82 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC52.8KShares$3.75 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A646.2KShares$3.28 Million0.0% of portfolio