Cornerstone Planning Group LLC Energy Sector Spdr Transaction History

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 8,823 shares of XLE stock, worth $811,892. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,823
Previous 7,330 20.37%
Holding current value
$811,892
Previous $627 Million 23.17%
% of portfolio
0.12%
Previous 0.13%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$84.25 - $91.99 $125,785 - $137,341
1,493 Added 20.37%
8,823 $772 Million
Q2 2025

Aug 11, 2025
BUY
$76.44 - $94.13 $46,246 - $56,948
605 Added 9.0%
7,330 $627 Million
Q1 2025

Apr 30, 2025
BUY
$85.7 - $93.96 $6,770 - $7,422
79 Added 1.19%
6,725 $546 Million
Q4 2024

Jan 29, 2025
BUY
$83.32 - $97.27 $4,999 - $5,836
60 Added 0.91%
6,646 $601 Million
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $16,954 - $18,771
201 Added 3.15%
6,586 $579 Million
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $10,124 - $11,279
115 Added 1.83%
6,385 $552 Million
Q1 2024

May 07, 2024
BUY
$79.91 - $94.41 $14,783 - $17,465
185 Added 3.04%
6,270 $580 Million
Q4 2023

Feb 12, 2024
BUY
$81.2 - $91.96 $86,559 - $98,029
1,066 Added 21.24%
6,085 $510 Million
Q3 2023

Nov 08, 2023
BUY
$79.09 - $93.36 $171,704 - $202,684
2,171 Added 76.23%
5,019 $454 Million
Q2 2023

Aug 15, 2023
BUY
$76.59 - $87.23 $10,492 - $11,950
137 Added 5.05%
2,848 $231 Million
Q4 2022

Feb 14, 2023
BUY
$76.09 - $94.08 $206,279 - $255,050
2,711 New
2,711 $243 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.6M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email