Phillips Financial Management, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History
Phillips Financial Management, LLC
- $1.32 Billion
- Q2 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 $3,267. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,267
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XES
# of Institutions
85Shares Held
810KCall Options Held
14.4KPut Options Held
22.6K-
Bank Of America Corp Charlotte, NC169KShares$11.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY85.6KShares$5.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC53.7KShares$3.51 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8KShares$3.38 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY50KShares$3.27 Million0.0% of portfolio