Private Client Services, LLC Energy Sector Spdr Transaction History

Private Client Services, LLC

$257 Billion
Q2 2025

A detailed history of Private Client Services, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Private Client Services, LLC holds 6,170 shares of XLE stock, worth $548,574. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,170

Previous 5,012 23.1%

Holding current value

$548,574

Previous $468 Million 11.73%

% of portfolio

0.2%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 01, 2025	BUY	$76.44 - $94.13 $88,517 - $109,002	1,158 Added 23.1%	6,170 $523 Million
Q1 2025 Apr 08, 2025	SELL	$85.7 - $93.96 $40,964 - $44,912	-478 Reduced 8.71%	5,012 $468 Million
Q4 2024 Jan 08, 2025	SELL	$83.32 - $97.27 $6,998 - $8,170	-84 Reduced 1.51%	5,490 $470 Million
Q3 2024 Oct 03, 2024	SELL	$84.35 - $93.39 $5,314 - $5,883	-63 Reduced 1.12%	5,574 $489 Million
Q2 2024 Jul 29, 2024	BUY	$88.04 - $98.08 $13,646 - $15,202	155 Added 2.83%	5,637 $514 Million
Q1 2024 May 10, 2024	SELL	$79.91 - $94.41 $799 - $944	-10 Reduced 0.18%	5,482 $518 Million
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $445,950 - $505,044	5,492 New	5,492 $460 Million

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Private Client Services, LLC Energy Sector Spdr Transaction History