Kmg Fiduciary Partners, LLC Energy Sector Spdr Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 7,341 shares of XLE stock, worth $675,518. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,341

Previous 7,891 6.97%

Holding current value

$675,518

Previous $692,000 9.25%

% of portfolio

0.05%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $45,825 - $53,498	-550 Reduced 6.97%	7,341 $628,000
Q3 2024 Oct 17, 2024	SELL	$84.35 - $93.39 $47,489 - $52,578	-563 Reduced 6.66%	7,891 $692,000
Q2 2024 Jul 17, 2024	BUY	$88.04 - $98.08 $880 - $980	10 Added 0.12%	8,454 $770,000
Q1 2024 Apr 10, 2024	BUY	$79.91 - $94.41 $10,388 - $12,273	130 Added 1.56%	8,444 $797,000
Q4 2023 Jan 10, 2024	BUY	$81.2 - $91.96 $893 - $1,011	11 Added 0.13%	8,314 $697,000
Q3 2023 Oct 25, 2023	BUY	$79.09 - $93.36 $7,118 - $8,402	90 Added 1.1%	8,303 $750,000
Q2 2023 Jul 14, 2023	BUY	$76.59 - $87.23 $89,150 - $101,535	1,164 Added 16.51%	8,213 $666,000
Q1 2023 Apr 13, 2023	BUY	$76.97 - $93.11 $73,968 - $89,478	961 Added 15.79%	7,049 $583,000
Q4 2022 Jan 12, 2023	BUY	$76.09 - $94.08 $82,785 - $102,359	1,088 Added 21.76%	6,088 $0
Q2 2021 Jul 20, 2021	BUY	$47.07 - $56.19 $235,350 - $280,950	5,000 New	5,000 $269,000

Others Institutions Holding XLE

# of Institutions

2,168

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Kmg Fiduciary Partners, LLC Energy Sector Spdr Transaction History