Founders Financial Alliance, LLC Energy Sector Spdr Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 73,276 shares of XLE stock, worth $6.6 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

73,276

Previous 82,649 11.34%

Holding current value

$6.6 Million

Previous $7.26 Million 13.51%

% of portfolio

1.76%

Previous 2.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$83.32 - $97.27 $780,958 - $911,711	-9,373 Reduced 11.34%	73,276 $6.28 Million
Q3 2024 Nov 01, 2024	SELL	$84.35 - $93.39 $159,758 - $176,880	-1,894 Reduced 2.24%	82,649 $7.26 Million
Q2 2024 Aug 23, 2024	BUY	$88.04 - $98.08 $97,812 - $108,966	1,111 Added 1.33%	84,543 $7.71 Million
Q1 2024 May 14, 2024	BUY	$79.91 - $94.41 $4.47 Million - $5.28 Million	55,921 Added 203.27%	83,432 $7.88 Million
Q4 2023 Feb 09, 2024	BUY	$81.2 - $91.96 $19,975 - $22,622	246 Added 0.9%	27,511 $2.31 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $6,406 - $7,562	81 Added 0.3%	27,265 $2.46 Million
Q2 2023 Aug 11, 2023	SELL	$76.59 - $87.23 $19,913 - $22,679	-260 Reduced 0.95%	27,184 $2.21 Million
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $290,022 - $350,838	-3,768 Reduced 12.07%	27,444 $2.27 Million
Q4 2022 Feb 15, 2023	BUY	$76.09 - $94.08 $5,630 - $6,961	74 Added 0.24%	31,212 $2.73 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $14,915 - $18,583	-221 Reduced 0.7%	31,138 $2.24 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $101,114 - $132,052	1,431 Added 4.78%	31,359 $2.24 Million
Q1 2022 May 12, 2022	BUY	$57.22 - $78.75 $47,092 - $64,811	823 Added 2.83%	29,928 $2.29 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $113,017 - $126,086	2,132 Added 7.9%	29,105 $1.62 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $92,862 - $111,154	2,028 Added 8.13%	26,973 $1.41 Million
Q2 2021 Aug 02, 2021	BUY	$47.07 - $56.19 $54,648 - $65,236	1,161 Added 4.88%	24,945 $1.34 Million
Q1 2021 May 14, 2021	BUY	$37.96 - $53.57 $826,085 - $1.17 Million	21,762 Added 1076.26%	23,784 $1.26 Million
Q4 2020 Feb 04, 2021	BUY	$27.71 - $41.6 $33,695 - $50,585	1,216 Added 150.87%	2,022 $78,000
Q3 2020 Nov 13, 2020	BUY	$29.95 - $38.58 $24,139 - $31,095	806 New	806 $24,000

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

229M

Call Options Held

54.1M

Put Options Held

115M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Founders Financial Alliance, LLC Energy Sector Spdr Transaction History