Caliber Wealth Management, LLC / Ks Energy Sector Spdr Transaction History

Caliber Wealth Management, LLC / Ks

$897 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$85.7 - $93.96 $220,848 - $242,134	2,577 New	2,577 $241 Million

Others Institutions Holding XLE

# of Institutions

2,119

Shares Held

215M

Call Options Held

56.5M

Put Options Held

125M

Bank Of America Corp Charlotte, NC

23.3M
Shares

$2.14 Billion
0.15% of portfolio
Morgan Stanley New York, NY

15.3M
Shares

$1.41 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$973 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$960 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

9.87M
Shares

$908 Million
0.06% of portfolio

About ENERGY SECTOR SPDR

Ticker XLE
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