Retirement Planning Group Energy Sector Spdr Transaction History

Retirement Planning Group

$1.64 Billion
Q2 2025

A detailed history of Retirement Planning Group transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Planning Group holds 14,245 shares of XLE stock, worth $1.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,245

Previous 19,788 28.01%

Holding current value

$1.21 Million

Previous $1.83 Million 33.95%

% of portfolio

0.07%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$76.44 - $94.13 $423,706 - $521,762	-5,543 Reduced 28.01%	14,245 $1.21 Million
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $192,310 - $210,846	-2,244 Reduced 10.19%	19,788 $1.83 Million
Q4 2024 Feb 18, 2025	BUY	$83.32 - $97.27 $54,324 - $63,420	652 Added 3.05%	22,032 $1.89 Million
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

# of Institutions

2,117

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Retirement Planning Group Energy Sector Spdr Transaction History