Finivi Inc. Energy Sector Spdr Transaction History

Finivi Inc.

$157 Billion
Q3 2025

A detailed history of Finivi Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Finivi Inc. holds 5,220 shares of XLE stock, worth $480,344. This represents 0.3% of its overall portfolio holdings.

Number of Shares

5,220

Previous 5,476 4.67%

Holding current value

$480,344

Previous $464 Million 0.42%

% of portfolio

0.3%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 19, 2025	SELL	$84.25 - $91.99 $21,568 - $23,549	-256 Reduced 4.67%	5,220 $466 Million
Q2 2025 Dec 19, 2025	SELL	$76.44 - $94.13 $22,473 - $27,674	-294 Reduced 5.1%	5,476 $464 Million
Q1 2025 Dec 19, 2025	SELL	$85.7 - $93.96 $1,628 - $1,785	-19 Reduced 0.33%	5,770 $539 Million
Q4 2024 Dec 19, 2025	SELL	$83.32 - $97.27 $14,081 - $16,438	-169 Reduced 2.84%	5,789 $496 Million
Q3 2024 Dec 19, 2025	BUY	$84.35 - $93.39 $674 - $747	8 Added 0.13%	5,958 $523 Million

Q2 2024 Dec 19, 2025	BUY	$88.04 - $98.08 $9,508 - $10,592	108 Added 1.85%	5,950 $542 Million
Q1 2024 Dec 19, 2025	SELL	$79.91 - $94.41 $33,961 - $40,124	-425 Reduced 6.78%	5,842 $551 Million
Q4 2023 Dec 19, 2025	SELL	$81.2 - $91.96 $1.68 Million - $1.9 Million	-20,677 Reduced 76.74%	6,267 $525 Million
Q4 2021 Dec 19, 2025	BUY	$53.01 - $59.14 $1.43 Million - $1.59 Million	26,944 New	26,944 $1.5 Billion

Others Institutions Holding XLE

# of Institutions

2,122

Shares Held

209M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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