Sym Financial Corp Energy Sector Spdr Transaction History

Sym Financial Corp

$769 Million
Q4 2024

A detailed history of Sym Financial Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Sym Financial Corp holds 7,766 shares of XLE stock, worth $714,627. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,766

Previous 7,676 1.17%

Holding current value

$714,627

Previous $673,000 1.19%

% of portfolio

0.09%

Previous 0.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $7,498 - $8,754	90 Added 1.17%	7,766 $665,000
Q3 2024 Nov 14, 2024	BUY	$84.35 - $93.39 $506 - $560	6 Added 0.08%	7,676 $673,000
Q2 2024 Aug 08, 2024	BUY	$88.04 - $98.08 $27,820 - $30,993	316 Added 4.3%	7,670 $699,000
Q1 2024 May 06, 2024	SELL	$79.91 - $94.41 $129,614 - $153,133	-1,622 Reduced 18.07%	7,354 $694,000
Q4 2023 Feb 06, 2024	BUY	$81.2 - $91.96 $32,967 - $37,335	406 Added 4.74%	8,976 $752,000
Q3 2023 Oct 27, 2023	BUY	$79.09 - $93.36 $207,769 - $245,256	2,627 Added 44.2%	8,570 $774,000
Q2 2023 Aug 02, 2023	BUY	$76.59 - $87.23 $1,148 - $1,308	15 Added 0.25%	5,943 $482,000
Q1 2023 May 02, 2023	BUY	$76.97 - $93.11 $1,308 - $1,582	17 Added 0.29%	5,928 $491,000
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $1,141 - $1,411	15 Added 0.25%	5,911 $0
Q3 2022 Oct 28, 2022	BUY	$67.49 - $84.09 $1,282 - $1,597	19 Added 0.32%	5,896 $425,000
Q2 2022 Jul 19, 2022	SELL	$70.66 - $92.28 $34,482 - $45,032	-488 Reduced 7.67%	5,877 $420,000
Q1 2022 Apr 22, 2022	BUY	$57.22 - $78.75 $801 - $1,102	14 Added 0.22%	6,365 $487,000
Q4 2021 Feb 03, 2022	BUY	$53.01 - $59.14 $1,060 - $1,182	20 Added 0.32%	6,351 $352,000
Q3 2021 Oct 15, 2021	SELL	$45.79 - $54.81 $57,512 - $68,841	-1,256 Reduced 16.55%	6,331 $330,000
Q2 2021 Jul 20, 2021	BUY	$47.07 - $56.19 $24,994 - $29,836	531 Added 7.53%	7,587 $409,000
Q1 2021 Apr 19, 2021	BUY	$37.96 - $53.57 $7,895 - $11,142	208 Added 3.04%	7,056 $346,000
Q4 2020 Jan 26, 2021	SELL	$27.71 - $41.6 $277 - $416	-10 Reduced 0.15%	6,848 $260,000
Q3 2020 Oct 13, 2020	BUY	$29.95 - $38.58 $2,845 - $3,665	95 Added 1.4%	6,858 $205,000
Q2 2020 Jul 27, 2020	BUY	$27.62 - $46.86 $80,567 - $136,690	2,917 Added 75.85%	6,763 $256,000
Q1 2018 May 15, 2018	SELL	N/A	-60 Reduced 1.54%	3,846 $259,000
Q4 2017 Feb 14, 2018	BUY	N/A	3,906	3,906 $282,000

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

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 Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.

Account

Sym Financial Corp Energy Sector Spdr Transaction History