Spartan Planning & Wealth Management Energy Sector Spdr Transaction History

Spartan Planning & Wealth Management

  • $89.6 Million
  • Q4 2023

A detailed history of Spartan Planning & Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 237 shares of XLE stock, worth $21,223. This represents 0.02% of its overall portfolio holdings.

Number of Shares
237
Previous 344 31.1%
Holding current value
$21,223
Previous $31,000 38.71%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024
SELL
$81.2 - $91.96 $8,688 - $9,839
-107 Reduced 31.1%
237 $19,000
Q3 2023

Nov 17, 2023
BUY
$79.09 - $93.36 $27,206 - $32,115
344 New
344 $31,000

Others Institutions Holding XLE

# of Institutions
2,031
Shares Held
239M
Call Options Held
53.2M
Put Options Held
96.5M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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