Consolidated Planning Corp Energy Sector Spdr Transaction History

Consolidated Planning Corp

  • $845 Million
  • Q3 2025

A detailed history of Consolidated Planning Corp transactions in Energy Sector Spdr stock. As of the latest transaction made, Consolidated Planning Corp holds 8,421 shares of XLE stock, worth $774,900. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,421
Previous 7,965 5.73%
Holding current value
$774,900
Previous $675,000 11.41%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 27, 2025
BUY
$84.25 - $91.99 $38,418 - $41,947
456 Added 5.73%
8,421 $752,000
Q2 2025

Jul 18, 2025
BUY
$76.44 - $94.13 $10,548 - $12,989
138 Added 1.76%
7,965 $675,000
Q1 2025

Apr 22, 2025
SELL
$85.7 - $93.96 $12,940 - $14,187
-151 Reduced 1.89%
7,827 $731,000
Q4 2024

Jan 29, 2025
BUY
$83.32 - $97.27 $749 - $875
9 Added 0.11%
7,978 $683,000
Q3 2024

Oct 31, 2024
SELL
$84.35 - $93.39 $16,110 - $17,837
-191 Reduced 2.34%
7,969 $699,000
Q2 2024

Aug 02, 2024
SELL
$88.04 - $98.08 $4,666 - $5,198
-53 Reduced 0.65%
8,160 $743,000
Q1 2024

May 02, 2024
SELL
$79.91 - $94.41 $10,388 - $12,273
-130 Reduced 1.56%
8,213 $775,000
Q4 2023

Feb 02, 2024
SELL
$81.2 - $91.96 $30,450 - $34,485
-375 Reduced 4.3%
8,343 $699,000
Q3 2023

Nov 08, 2023
BUY
$79.09 - $93.36 $19,535 - $23,059
247 Added 2.92%
8,718 $788,000
Q2 2023

Aug 14, 2023
BUY
$76.59 - $87.23 $648,793 - $738,925
8,471 New
8,471 $687,000

Others Institutions Holding XLE

# of Institutions
2,119
Shares Held
214M
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
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email