Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,662 shares of XLE stock, worth $583,857. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,662

Previous 5,821 14.45%

Holding current value

$583,857

Previous $511,000 11.55%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$83.32 - $97.27 $70,072 - $81,804	841 Added 14.45%	6,662 $570,000
Q3 2024 Oct 18, 2024	BUY	$84.35 - $93.39 $128,971 - $142,793	1,529 Added 35.62%	5,821 $511,000
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $12,677 - $14,123	144 Added 3.47%	4,292 $391,000
Q1 2024 Apr 16, 2024	SELL	$79.91 - $94.41 $13,025 - $15,388	-163 Reduced 3.78%	4,148 $391,000
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $19,569 - $22,162	241 Added 5.92%	4,311 $361,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $36,302 - $42,852	-459 Reduced 10.13%	4,070 $367,000
Q2 2023 Jul 27, 2023	BUY	$76.59 - $87.23 $35,767 - $40,736	467 Added 11.5%	4,529 $367,000
Q1 2023 Apr 21, 2023	SELL	$76.97 - $93.11 $51,954 - $62,849	-675 Reduced 14.25%	4,062 $336,000
Q4 2022 Jan 25, 2023	BUY	$76.09 - $94.08 $360,438 - $445,656	4,737 New	4,737 $0

Others Institutions Holding XLE

# of Institutions

2,070

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History