Agate Pass Investment Management, LLC Energy Sector Spdr Transaction History
Agate Pass Investment Management, LLC
- $228 Million
- Q1 2025
A detailed history of Agate Pass Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 10,045 shares of XLE stock, worth $817,562. This represents 0.41% of its overall portfolio holdings.
Number of Shares
10,045
Previous 10,094
0.49%
Holding current value
$817,562
Previous $864,000
7.41%
% of portfolio
0.41%
Previous 0.4%
Shares
14 transactions
Others Institutions Holding XLE
# of Institutions
2,189Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$2.7 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.45 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.16 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$770 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$723 Million0.12% of portfolio