Worth Pointe, LLC Energy Sector Spdr Transaction History

Worth Pointe, LLC

$235 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$57.22 - $78.75 $2.72 Million - $3.74 Million	-47,487 Closed	0 $0
Q4 2021 Apr 06, 2022	BUY	$53.01 - $59.14 $2.52 Million - $2.81 Million	47,487 New	47,487 $2.56 Million

Others Institutions Holding XLE

# of Institutions

2,025

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$4.17 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.71 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.44 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$802 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$778 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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