Fermata Advisors, LLC Energy Sector Spdr Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fermata Advisors, LLC holds 9,651 shares of XLE stock, worth $892,041. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,651
Previous 9,251
4.32%
Holding current value
$892,041
Previous $792,000
12.63%
% of portfolio
0.18%
Previous 0.16%
Shares
17 transactions
Others Institutions Holding XLE
# of Institutions
2,188Shares Held
232MCall Options Held
57.9MPut Options Held
98.1M-
Bank Of America Corp Charlotte, NC33.2MShares$3.07 Billion0.24% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.65 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA14.3MShares$1.32 Billion0.28% of portfolio
-
Ubs Group Ag9.46MShares$874 Million0.15% of portfolio
-
Goldman Sachs Group Inc New York, NY8.88MShares$821 Million0.12% of portfolio