Golden State Equity Partners Energy Sector Spdr Transaction History

Golden State Equity Partners

$182 Million
Q3 2024

A detailed history of Golden State Equity Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Golden State Equity Partners holds 749 shares of XLE stock, worth $63,395. This represents 0.04% of its overall portfolio holdings.

Number of Shares

749

Previous 12,525 94.02%

Holding current value

$63,395

Previous $1.1 Million 94.09%

% of portfolio

0.04%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$84.35 - $93.39 $993,305 - $1.1 Million	-11,776 Reduced 94.02%	749 $65,000
Q3 2024 Oct 25, 2024	SELL	$84.35 - $93.39 $146,515 - $162,218	-1,737 Reduced 12.18%	12,525 $1.1 Million
Q2 2024 Jul 29, 2024	BUY	$88.04 - $98.08 $20,777 - $23,146	236 Added 1.68%	14,262 $1.3 Million
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $63,985 - $72,464	-788 Reduced 5.32%	14,026 $1.18 Million
Q3 2023 Oct 20, 2023	BUY	$79.09 - $93.36 $81,620 - $96,347	1,032 Added 7.49%	14,814 $1.34 Million
Q2 2023 Jul 19, 2023	BUY	$76.59 - $87.23 $1.06 Million - $1.2 Million	13,782 New	13,782 $1.12 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $838,330 - $1.15 Million	14,651 New	14,651 $719,000
Q2 2021 Aug 12, 2021	SELL	$47.07 - $56.19 $689,622 - $823,239	-14,651 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$37.96 - $53.57 $556,151 - $784,854	14,651 New	14,651 $719,000

Others Institutions Holding XLE

# of Institutions

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Golden State Equity Partners Energy Sector Spdr Transaction History