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 $3.47 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

36,579

Previous 37,026 1.21%

Holding current value

$3.47 Million

Previous $3.37 Million 4.83%

% of portfolio

0.72%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Sweet Financial Partners, LLC Energy Sector Spdr Transaction History