Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History

Cyndeo Wealth Partners, LLC

$1.42 Billion
Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 6,662 shares of XLE stock, worth $608,307. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,662

Previous 5,821 14.45%

Holding current value

$608,307

Previous $511,000 11.55%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$83.32 - $97.27 $70,072 - $81,804	841 Added 14.45%	6,662 $570,000
Q3 2024 Oct 18, 2024	BUY	$84.35 - $93.39 $128,971 - $142,793	1,529 Added 35.62%	5,821 $511,000
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $12,677 - $14,123	144 Added 3.47%	4,292 $391,000
Q1 2024 Apr 16, 2024	SELL	$79.91 - $94.41 $13,025 - $15,388	-163 Reduced 3.78%	4,148 $391,000
Q4 2023 Jan 12, 2024	BUY	$81.2 - $91.96 $19,569 - $22,162	241 Added 5.92%	4,311 $361,000
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $36,302 - $42,852	-459 Reduced 10.13%	4,070 $367,000
Q2 2023 Jul 27, 2023	BUY	$76.59 - $87.23 $35,767 - $40,736	467 Added 11.5%	4,529 $367,000
Q1 2023 Apr 21, 2023	SELL	$76.97 - $93.11 $51,954 - $62,849	-675 Reduced 14.25%	4,062 $336,000
Q4 2022 Jan 25, 2023	BUY	$76.09 - $94.08 $360,438 - $445,656	4,737 New	4,737 $0

Others Institutions Holding XLE

# of Institutions

2,043

Shares Held

232M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Cyndeo Wealth Partners, LLC Energy Sector Spdr Transaction History