Plan Group Financial, LLC Energy Sector Spdr Transaction History

Plan Group Financial, LLC

$295 Million
Q2 2025

A detailed history of Plan Group Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Plan Group Financial, LLC holds 10,891 shares of XLE stock, worth $940,655. This represents 0.31% of its overall portfolio holdings.

Number of Shares

10,891

Holding current value

$940,655

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$76.44 - $94.13 $832,508 - $1.03 Million	10,891 New	10,891 $923,000

Others Institutions Holding XLE

# of Institutions

2,117

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

Kingstone Capital Partners Texas, LLC Frisco, TX

223M
Shares

$19.3 Billion
3.11% of portfolio
Bank Of America Corp Charlotte, NC

26.6M
Shares

$2.3 Billion
0.17% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$1.56 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$1.28 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

12.8M
Shares

$1.11 Billion
0.15% of portfolio

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Plan Group Financial, LLC Energy Sector Spdr Transaction History