Phillips Financial Management, LLC Energy Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,314 shares of XLE stock, worth $111,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,314
Previous 1,456 9.75%
Holding current value
$111,111
Previous $132,000 12.88%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$84.35 - $93.39 $11,977 - $13,261
-142 Reduced 9.75%
1,314 $115,000
Q4 2023

Jan 25, 2024
BUY
$81.2 - $91.96 $2,436 - $2,758
30 Added 2.1%
1,456 $122,000
Q3 2023

Nov 09, 2023
SELL
$79.09 - $93.36 $15,580 - $18,391
-197 Reduced 12.14%
1,426 $128,000
Q3 2022

Nov 08, 2022
BUY
$67.49 - $84.09 $109,536 - $136,478
1,623 New
1,623 $117,000

Others Institutions Holding XLE

# of Institutions
2,027
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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