Envestnet Portfolio Solutions, Inc. Energy Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 92,655 shares of XLE stock, worth $8.31 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

92,655

Previous 157,045 41.0%

Holding current value

$8.31 Million

Previous $13.8 Million 42.44%

% of portfolio

0.03%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$83.32 - $97.27 $5.36 Million - $6.26 Million	-64,390 Reduced 41.0%	92,655 $7.94 Million
Q3 2024 Oct 31, 2024	BUY	$84.35 - $93.39 $3.95 Million - $4.37 Million	46,773 Added 42.42%	157,045 $13.8 Million
Q2 2024 Jul 16, 2024	BUY	$88.04 - $98.08 $3.91 Million - $4.35 Million	44,373 Added 67.33%	110,272 $10.1 Million
Q1 2024 May 06, 2024	SELL	$79.91 - $94.41 $777,124 - $918,137	-9,725 Reduced 12.86%	65,899 $6.22 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $1.74 Million - $1.97 Million	21,415 Added 39.5%	75,624 $6.34 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $4.29 Million - $5.06 Million	54,209 New	54,209 $4.9 Million

Others Institutions Holding XLE

# of Institutions

2,141

Shares Held

235M

Call Options Held

50.7M

Put Options Held

108M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. Energy Sector Spdr Transaction History