Rise Advisors, LLC Energy Sector Spdr Transaction History
Rise Advisors, LLC
- $249 Million
- Q3 2025
A detailed history of Rise Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Rise Advisors, LLC holds 44,264 shares of XLE stock, worth $3.94 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
44,264
Previous 40,949
8.1%
Holding current value
$3.94 Million
Previous $3.47 Million
13.88%
% of portfolio
1.59%
Previous 1.44%
Shares
16 transactions
Others Institutions Holding XLE
# of Institutions
2,115Shares Held
458MCall Options Held
59.2MPut Options Held
118M-
Kingstone Capital Partners Texas, LLC Frisco, TX223MShares$19.8 Billion3.11% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$2.37 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.61 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.31 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.14 Billion0.15% of portfolio