Surevest, LLC Energy Sector Spdr Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Surevest, LLC holds 405 shares of XLE stock, worth $37,608. This represents 0.01% of its overall portfolio holdings.

Number of Shares

405

Previous 405 -0.0%

Holding current value

$37,608

Previous $29,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$53.01 - $59.14 $21,469 - $23,951	405 New	405 $22,000

Others Institutions Holding XLE

# of Institutions

2,171

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$3.09 Billion
0.24% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$1.66 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.3M
Shares

$1.32 Billion
0.28% of portfolio
Ubs Group Ag

9.46M
Shares

$878 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

8.88M
Shares

$825 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account