St. Louis Financial Planners Asset Management, LLC Energy Sector Spdr Transaction History

St. Louis Financial Planners Asset Management, LLC

$126 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$88.04 - $98.08 $304,442 - $339,160	-3,458 Reduced 24.0%	10,952 $999 Million
Q1 2024 Apr 10, 2024	SELL	$79.91 - $94.41 $211,282 - $249,620	-2,644 Reduced 15.5%	14,410 $1.4 Billion
Q4 2023 Jan 05, 2024	BUY	$81.2 - $91.96 $25,659 - $29,059	316 Added 1.89%	17,054 $1.43 Billion
Q3 2023 Oct 06, 2023	SELL	$79.09 - $93.36 $601,874 - $710,469	-7,610 Reduced 31.26%	16,738 $1.44 Billion
Q2 2023 Jul 06, 2023	BUY	$76.59 - $87.23 $1,148 - $1,308	15 Added 0.06%	24,348 $1.98 Billion
Q1 2023 Apr 05, 2023	BUY	$76.97 - $93.11 $435,419 - $526,723	5,657 Added 30.29%	24,333 $2.02 Billion
Q4 2022 Feb 16, 2023	BUY	$76.09 - $94.08 $1.42 Million - $1.76 Million	18,676 New	18,676 $1.63 Billion

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

$3.66 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 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

$704 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$683 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

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