Strategic Financial Concepts, LLC Energy Sector Spdr Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 9,022 shares of XLE stock, worth $769,396. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,022
Previous 15,853 43.09%
Holding current value
$769,396
Previous $1.48 Billion 48.35%
% of portfolio
0.11%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$76.44 - $94.13 $522,161 - $643,002
-6,831 Reduced 43.09%
9,022 $765 Million
Q1 2025

Apr 28, 2025
SELL
$85.7 - $93.96 $413,931 - $453,826
-4,830 Reduced 23.35%
15,853 $1.48 Billion
Q4 2024

Jan 30, 2025
SELL
$83.32 - $97.27 $64.8 Million - $75.6 Million
-777,686 Reduced 97.41%
20,683 $1.77 Billion
Q4 2024

Jan 27, 2025
BUY
$83.32 - $97.27 $65.9 Million - $77 Million
791,458 Added 11452.15%
798,369 $1.77 Billion
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $46.3 Million - $51.3 Million
-549,334 Reduced 98.76%
6,911 $607 Million
Q2 2024

Aug 06, 2024
BUY
$88.04 - $98.08 $47.2 Million - $52.6 Million
536,612 Added 2733.21%
556,245 $1.05 Billion
Q1 2024

Apr 22, 2024
BUY
$79.91 - $94.41 $481,297 - $568,631
6,023 Added 44.25%
19,633 $1.85 Billion
Q4 2023

Jan 18, 2024
SELL
$81.2 - $91.96 $305,961 - $346,505
-3,768 Reduced 21.68%
13,610 $1.14 Billion
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $42,313 - $49,947
535 Added 3.18%
17,378 $1.57 Billion
Q2 2023

Sep 06, 2023
SELL
$76.59 - $87.23 $7,582 - $8,635
-99 Reduced 0.58%
16,843 $1.37 Billion
Q1 2023

Sep 06, 2023
BUY
$76.97 - $93.11 $1.3 Million - $1.58 Million
16,942 New
16,942 $1.4 Billion

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

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