Worth Financial Advisory Group, LLC Energy Sector Spdr Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,519 shares of XLE stock, worth $726,500. This represents 0.43% of its overall portfolio holdings.
Number of Shares
8,519
Previous 8,453
0.78%
Holding current value
$726,500
Previous $717 Million
6.16%
% of portfolio
0.43%
Previous 0.44%
Shares
12 transactions
Others Institutions Holding XLE
# of Institutions
2,121Shares Held
235MCall Options Held
59.3MPut Options Held
118M-
Bank Of America Corp Charlotte, NC26.6MShares$2.27 Billion0.17% of portfolio
-
Morgan Stanley New York, NY18.1MShares$1.54 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.8MShares$1.26 Billion0.27% of portfolio
-
Goldman Sachs Group Inc New York, NY12.8MShares$1.1 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY10.5MShares$896 Million0.08% of portfolio