Sweet Financial Partners, LLC Energy Sector Spdr Transaction History

Sweet Financial Partners, LLC

  • $447 Million
  • Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 36,579 shares of XLE stock, worth $3.08 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
36,579
Previous 37,026 1.21%
Holding current value
$3.08 Million
Previous $3.37 Million 4.83%
% of portfolio
0.72%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$84.35 - $93.39 $37,704 - $41,745
-447 Reduced 1.21%
36,579 $3.21 Million
Q2 2024

Jul 18, 2024
SELL
$88.04 - $98.08 $14,350 - $15,987
-163 Reduced 0.44%
37,026 $3.37 Million
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $24,372 - $28,795
305 Added 0.83%
37,189 $3.51 Million
Q4 2023

Jan 12, 2024
BUY
$81.2 - $91.96 $1,380 - $1,563
17 Added 0.05%
36,884 $3.09 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $1,107 - $1,307
14 Added 0.04%
36,867 $3.33 Million
Q2 2023

Jul 24, 2023
SELL
$76.59 - $87.23 $93,439 - $106,420
-1,220 Reduced 3.2%
36,853 $2.99 Million
Q1 2023

Apr 14, 2023
SELL
$76.97 - $93.11 $26,015 - $31,471
-338 Reduced 0.88%
38,073 $3.15 Million
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $261,825 - $323,729
-3,441 Reduced 8.22%
38,411 $0
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $135,452 - $168,768
2,007 Added 5.04%
41,852 $3.01 Million
Q2 2022

Aug 03, 2022
SELL
$70.66 - $92.28 $120,263 - $157,060
-1,702 Reduced 4.1%
39,845 $2.85 Million
Q1 2022

Apr 22, 2022
BUY
$57.22 - $78.75 $17,738 - $24,412
310 Added 0.75%
41,547 $3.18 Million
Q4 2021

Feb 07, 2022
BUY
$53.01 - $59.14 $2.19 Million - $2.44 Million
41,237 New
41,237 $2.29 Million

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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