Retirement Planning Group, LLC / Ny Energy Sector Spdr Transaction History
Retirement Planning Group, LLC / Ny
- $134 Billion
- Q3 2025
A detailed history of Retirement Planning Group, LLC / Ny transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 42,135 shares of XLE stock, worth $3.88 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
42,135
Previous 41,484
1.57%
Holding current value
$3.88 Million
Previous $3.52 Billion
6.99%
% of portfolio
2.82%
Previous 3.09%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,122Shares Held
209MCall Options Held
56.5MPut Options Held
125M-
Bank Of America Corp Charlotte, NC23.3MShares$2.14 Billion0.15% of portfolio
-
Morgan Stanley New York, NY15.3MShares$1.41 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY10.6MShares$973 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA10.4MShares$960 Million0.18% of portfolio
-
Jpmorgan Chase & CO New York, NY9.87MShares$908 Million0.06% of portfolio