A detailed history of Retirement Planning Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Planning Group holds 21,380 shares of XLE stock, worth $2.03 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
21,380
Previous 23,322 8.33%
Holding current value
$2.03 Million
Previous $2.13 Million 11.67%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Oct 10, 2024

SELL
$84.35 - $93.39 $163,807 - $181,363
-1,942 Reduced 8.33%
21,380 $1.88 Million
Q2 2024

Jul 12, 2024

BUY
$88.04 - $98.08 $186,380 - $207,635
2,117 Added 9.98%
23,322 $2.13 Million
Q1 2024

Apr 12, 2024

BUY
$79.91 - $94.41 $1.69 Million - $2 Million
21,205 New
21,205 $2 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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