Steward Partners Investment Advisory, LLC Energy Sector Spdr Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 175,145 shares of XLE stock, worth $16.5 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
175,145
Previous 192,688
9.1%
Holding current value
$16.5 Million
Previous $18.2 Million
12.24%
% of portfolio
0.17%
Previous 0.2%
Shares
31 transactions
Others Institutions Holding XLE
# of Institutions
2,044Shares Held
236MCall Options Held
47MPut Options Held
75.7M-
Bank Of America Corp Charlotte, NC41.1MShares$3.87 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.66 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.11 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$782 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$762 Million0.38% of portfolio