Financial Partners Group, LLC Energy Sector Spdr Transaction History

Financial Partners Group, LLC

$241 Billion
Q4 2024

A detailed history of Financial Partners Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Financial Partners Group, LLC holds 21,674 shares of XLE stock, worth $1.98 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

21,674

Previous 10,333 109.76%

Holding current value

$1.98 Million

Previous $907 Million 104.64%

% of portfolio

0.77%

Previous 0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$83.32 - $97.27 $944,932 - $1.1 Million	11,341 Added 109.76%	21,674 $1.86 Billion
Q3 2024 Oct 23, 2024	SELL	$84.35 - $93.39 $482,903 - $534,657	-5,725 Reduced 35.65%	10,333 $907 Million
Q2 2024 Jul 15, 2024	SELL	$88.04 - $98.08 $32,134 - $35,799	-365 Reduced 2.22%	16,058 $1.46 Billion
Q1 2024 Apr 17, 2024	BUY	$79.91 - $94.41 $17,819 - $21,053	223 Added 1.38%	16,423 $1.55 Billion
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $6,090 - $6,896	75 Added 0.47%	16,200 $1.36 Billion
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $142,520 - $168,234	-1,802 Reduced 10.05%	16,125 $1.46 Billion
Q2 2023 Aug 10, 2023	BUY	$76.59 - $87.23 $8,884 - $10,118	116 Added 0.65%	17,927 $1.46 Billion
Q1 2023 May 12, 2023	SELL	$76.97 - $93.11 $9,313 - $11,266	-121 Reduced 0.67%	17,811 $1.48 Billion
Q4 2022 Feb 09, 2023	BUY	$76.09 - $94.08 $1.36 Million - $1.69 Million	17,932 New	17,932 $1.57 Billion

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
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Financial Partners Group, LLC Energy Sector Spdr Transaction History