Sweet Financial Partners, LLC Energy Sector Spdr Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 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 37,189 shares of XLE stock, worth $3.39 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

37,189

Previous 36,884 0.83%

Holding current value

$3.39 Million

Previous $3.09 Million 13.55%

% of portfolio

0.84%

Previous 0.74%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$82.68 - $94.08 $284,501 - $323,729	-3,441 Reduced 8.22%	38,411 $0
Q3 2022 Nov 10, 2022	BUY	N/A	2,007 Added 5.04%	41,852 $3.01 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-1,702 Reduced 4.1%	39,845 $2.85 Million
Q1 2022 Apr 22, 2022	BUY	N/A	310 Added 0.75%	41,547 $3.18 Million
Q4 2021 Feb 07, 2022	BUY	N/A	41,237 New	41,237 $2.29 Million

Others Institutions Holding XLE

# of Institutions

2,026

Shares Held

239M

Call Options Held

53.2M

Put Options Held

96.5M

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About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Sweet Financial Partners, LLC Energy Sector Spdr Transaction History