Steward Partners Investment Solutions, LLC Energy Sector Spdr Transaction History

Steward Partners Investment Solutions, LLC

  • $594 Billion
  • Q1 2024

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 $6.41 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
71,160
Previous 176,344 59.65%
Holding current value
$6.41 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

# of Institutions
2,030
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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