Private Client Services, LLC Energy Sector Spdr Transaction History

Private Client Services, LLC

$299 Billion
Q3 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 4,705 shares of XLE stock, worth $432,954. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,705

Previous 6,170 23.74%

Holding current value

$432,954

Previous $523 Million 19.67%

% of portfolio

0.14%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$84.25 - $91.99 $123,426 - $134,765	-1,465 Reduced 23.74%	4,705 $420 Million
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

2,121

Shares Held

210M

Call Options Held

60.3M

Put Options Held

131M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Client Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Client Services, LLC with notifications on news.

Account

Private Client Services, LLC Energy Sector Spdr Transaction History