Compass Financial Services Inc Energy Sector Spdr Transaction History

Compass Financial Services Inc

  • $226 Billion
  • Q3 2025

A detailed history of Compass Financial Services Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Compass Financial Services Inc holds 1,865 shares of XLE stock, worth $171,617. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,865
Previous 1,853 0.65%
Holding current value
$171,617
Previous $157 Million 6.03%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Nov 04, 2025
BUY
$84.25 - $91.99 $1,011 - $1,103
12 Added 0.65%
1,865 $167 Million
Q2 2025

Aug 08, 2025
SELL
$76.44 - $94.13 $79,574 - $97,989
-1,041 Reduced 35.97%
1,853 $157 Million
Q1 2025

Jun 10, 2025
BUY
$85.7 - $93.96 $35,736 - $39,181
417 Added 16.83%
2,894 $270 Million
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $206,383 - $240,937
2,477 New
2,477 $212 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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