Sequent Planning LLC Energy Sector Spdr Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 7,644 shares of XLE stock, worth $703,400. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,644
Holding current value
$703,400
% of portfolio
0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$84.25 - $91.99 $644,007 - $703,171
7,644 New
7,644 $683 Million
Q1 2025

May 13, 2025
BUY
$85.7 - $93.96 $223,762 - $245,329
2,611 New
2,611 $244 Million

Others Institutions Holding XLE

# of Institutions
2,123
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email