Signify Wealth Energy Sector Spdr Transaction History

Signify Wealth

$84.6 Million
Q4 2024

A detailed history of Signify Wealth transactions in Energy Sector Spdr stock. As of the latest transaction made, Signify Wealth holds 35,868 shares of XLE stock, worth $3.04 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

35,868

Holding current value

$3.04 Million

% of portfolio

3.63%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$83.32 - $97.27 $2.99 Million - $3.49 Million	35,868 New	35,868 $3.07 Million
Q3 2023 Oct 11, 2023	BUY	$79.09 - $93.36 $1.04 Million - $1.23 Million	13,141 New	13,141 $1.19 Million

Others Institutions Holding XLE

# of Institutions

2,113

Shares Held

445M

Call Options Held

50.2M

Put Options Held

121M

Kingstone Capital Partners Texas, LLC Frisco, TX

223M
Shares

$18.9 Billion
3.11% of portfolio
Bank Of America Corp Charlotte, NC

27.8M
Shares

$2.36 Billion
0.21% of portfolio
Morgan Stanley New York, NY

16.3M
Shares

$1.38 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.2M
Shares

$1.21 Billion
0.31% of portfolio
Jpmorgan Chase & CO New York, NY

10.5M
Shares

$890 Million
0.08% of portfolio

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 Signify Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Signify Wealth with notifications on news.

Account