A detailed history of Strategic Financial Partners, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 31,501 shares of XLE stock, worth $2.7 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
31,501
Holding current value
$2.7 Million
% of portfolio
1.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$88.04 - $98.08 $2.77 Million - $3.09 Million
31,501 New
31,501 $2.87 Million
Q4 2023

Jul 10, 2024

SELL
$81.2 - $91.96 $2.34 Million - $2.65 Million
-28,851 Closed
0 $0
Q3 2023

Jul 10, 2024

SELL
$79.09 - $93.36 $7,909 - $9,336
-100 Reduced 0.35%
28,851 $2.61 Million
Q2 2023

Jul 10, 2024

BUY
$76.59 - $87.23 $470,645 - $536,028
6,145 Added 26.94%
28,951 $2.35 Million
Q1 2023

Jul 10, 2024

BUY
$76.97 - $93.11 $163,715 - $198,044
2,127 Added 10.29%
22,806 $1.89 Million
Q4 2022

Jul 10, 2024

BUY
$76.09 - $94.08 $1.57 Million - $1.95 Million
20,679 New
20,679 $1.81 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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