A detailed history of Steward Partners Investment Solutions, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Steward Partners Investment Solutions, LLC holds 71,160 shares of XLE stock, worth $6.92 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
71,160
Previous 176,344 59.65%
Holding current value
$6.92 Million
Previous $14.8 Billion 54.56%
% of portfolio
1.13%
Previous 6.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$79.91 - $94.41 $8.41 Million - $9.93 Million
-105,184 Reduced 59.65%
71,160 $6.72 Billion
Q4 2023

Feb 13, 2024

BUY
$81.2 - $91.96 $14.3 Million - $16.2 Million
176,344 New
176,344 $14.8 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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