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 $3.18 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

35,868

Holding current value

$3.18 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

458M

Call Options Held

59.2M

Put Options Held

118M

Kingstone Capital Partners Texas, LLC Frisco, TX

223M
Shares

$19.8 Billion
3.11% of portfolio
Bank Of America Corp Charlotte, NC

26.6M
Shares

$2.36 Billion
0.17% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$1.6 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.8M
Shares

$1.31 Billion
0.27% of portfolio
Goldman Sachs Group Inc New York, NY

12.8M
Shares

$1.14 Billion
0.15% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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