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

Oct 27, 2025

BUY
$84.25 - $91.99 $54,846 - $59,885
651 Added 1.57%
42,135 $3.76 Billion
Q2 2025

Jul 25, 2025

BUY
$76.44 - $94.13 $26,830 - $33,039
351 Added 0.85%
41,484 $3.52 Billion
Q1 2025

Apr 22, 2025

BUY
$85.7 - $93.96 $56,390 - $61,825
658 Added 1.63%
41,133 $3.84 Billion
Q4 2024

Feb 19, 2025

BUY
$83.32 - $97.27 $3.37 Million - $3.94 Million
40,475 New
40,475 $3.47 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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