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 10,333 shares of XLE stock, worth $907,650. This represents 0.34% of its overall portfolio holdings.

Number of Shares
10,333
Previous 16,058 35.65%
Holding current value
$907,650
Previous $1.46 Billion 38.02%
% of portfolio
0.34%
Previous 0.57%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Financial Partners Group, LLC Portfolio

Follow Financial Partners Group, LLC 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 Financial Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, LLC with notifications on news.