Gries Financial LLC Energy Sector Spdr Transaction History

Gries Financial LLC

  • $547 Million
  • Q3 2025

A detailed history of Gries Financial LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gries Financial LLC holds 7,534 shares of XLE stock, worth $693,278. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,534
Previous 7,654 1.57%
Holding current value
$693,278
Previous $649,000 3.7%
% of portfolio
0.12%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$84.25 - $91.99 $10,110 - $11,038
-120 Reduced 1.57%
7,534 $673,000
Q2 2025

Jul 14, 2025
SELL
$76.44 - $94.13 $336,641 - $414,548
-4,404 Reduced 36.52%
7,654 $649,000
Q1 2025

May 05, 2025
BUY
$85.7 - $93.96 $370,566 - $406,283
4,324 Added 55.91%
12,058 $1.13 Million
Q2 2024

Aug 02, 2024
SELL
$88.04 - $98.08 $7,043 - $7,846
-80 Reduced 1.02%
7,734 $704,000
Q4 2023

Feb 13, 2024
SELL
$81.2 - $91.96 $13,966 - $15,817
-172 Reduced 2.15%
7,814 $655,000
Q3 2023

Nov 14, 2023
BUY
$79.09 - $93.36 $631,612 - $745,572
7,986 New
7,986 $721,000

Others Institutions Holding XLE

# of Institutions
2,119
Shares Held
214M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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