Smart Portfolios, LLC Energy Sector Spdr Transaction History

Smart Portfolios, LLC

$91.2 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$37.96 - $53.57 $727,693 - $1.03 Million	-19,170 Closed	0 $0
Q4 2020 Mar 08, 2021	BUY	$27.71 - $41.6 $531,200 - $797,472	19,170 New	19,170 $727,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.65 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.49 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$701 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$680 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
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