Comprehensive Financial Planning, Inc./Pa Energy Sector Spdr Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Energy Sector Spdr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 1,977 shares of XLE stock, worth $181,923. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,977
Previous 2,002 1.25%
Holding current value
$181,923
Previous $170 Million 4.07%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2025
SELL
$84.25 - $91.99 $2,106 - $2,299
-25 Reduced 1.25%
1,977 $177 Million
Q2 2025

Aug 08, 2025
SELL
$76.44 - $94.13 $28,206 - $34,733
-369 Reduced 15.56%
2,002 $170 Million
Q1 2025

May 09, 2025
SELL
$85.7 - $93.96 $13,969 - $15,315
-163 Reduced 6.43%
2,371 $222 Million
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $211,132 - $246,482
2,534 New
2,534 $217 Million

Others Institutions Holding XLE

# of Institutions
2,120
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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