Stonebridge Financial Planning Group, LLC Energy Sector Spdr Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 5,092 shares of XLE stock, worth $468,565. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,092
Previous 9,267 45.05%
Holding current value
$468,565
Previous $785,000 42.17%
% of portfolio
0.18%
Previous 0.34%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$84.25 - $91.99 $351,743 - $384,058
-4,175 Reduced 45.05%
5,092 $454,000
Q2 2025

Aug 05, 2025
SELL
$76.44 - $94.13 $32,716 - $40,287
-428 Reduced 4.41%
9,267 $785,000
Q1 2025

May 08, 2025
BUY
$85.7 - $93.96 $8,827 - $9,677
103 Added 1.07%
9,695 $905,000
Q4 2024

Feb 18, 2025
BUY
$83.32 - $97.27 $7,415 - $8,657
89 Added 0.94%
9,592 $821,000
Q3 2024

Nov 08, 2024
SELL
$84.35 - $93.39 $89,411 - $98,993
-1,060 Reduced 10.04%
9,503 $834,000
Q2 2024

Aug 07, 2024
SELL
$88.04 - $98.08 $52,471 - $58,455
-596 Reduced 5.34%
10,563 $962,000
Q1 2024

May 13, 2024
SELL
$79.91 - $94.41 $207,606 - $245,277
-2,598 Reduced 18.88%
11,159 $1.05 Million
Q4 2023

Feb 05, 2024
SELL
$81.2 - $91.96 $762,874 - $863,964
-9,395 Reduced 40.58%
13,757 $1.15 Million
Q3 2023

Nov 07, 2023
SELL
$79.09 - $93.36 $415,222 - $490,140
-5,250 Reduced 18.48%
23,152 $2.09 Million
Q2 2023

Aug 11, 2023
SELL
$76.59 - $87.23 $297,169 - $338,452
-3,880 Reduced 12.02%
28,402 $2.31 Million
Q1 2023

May 03, 2023
BUY
$76.97 - $93.11 $856,676 - $1.04 Million
11,130 Added 52.62%
32,282 $2.67 Million
Q4 2022

Jan 18, 2023
BUY
$76.09 - $94.08 $1.27 Million - $1.57 Million
16,643 Added 369.11%
21,152 $0
Q3 2022

Oct 31, 2022
BUY
$67.49 - $84.09 $304,312 - $379,161
4,509 New
4,509 $325,000
Q1 2022

May 10, 2022
SELL
$57.22 - $78.75 $17,166 - $23,625
-300 Closed
0 $0
Q4 2021

Feb 02, 2022
BUY
$53.01 - $59.14 $10,602 - $11,828
200 Added 200.0%
300 $20,000
Q3 2021

Nov 08, 2021
BUY
$45.79 - $54.81 $1,602 - $1,918
35 Added 53.85%
100 $6,000
Q2 2021

Jul 28, 2021
BUY
$47.07 - $56.19 $3,059 - $3,652
65 New
65 $3,000
Q3 2020

Oct 26, 2020
SELL
$29.95 - $38.58 $4,492 - $5,787
-150 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$55.9 - $61.99 $8,385 - $9,298
150 New
150 $9,000

Others Institutions Holding XLE

# of Institutions
2,124
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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