Life Plan Financial, LLC Energy Sector Spdr Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Life Plan Financial, LLC holds 25,531 shares of XLE stock, worth $2.35 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

25,531

Previous 26,271 2.82%

Holding current value

$2.35 Million

Previous $2.23 Billion 2.37%

% of portfolio

1.81%

Previous 1.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$84.25 - $91.99 $62,345 - $68,072	-740 Reduced 2.82%	25,531 $2.28 Billion
Q2 2025 Jul 09, 2025	SELL	$76.44 - $94.13 $48,080 - $59,207	-629 Reduced 2.34%	26,271 $2.23 Billion
Q1 2025 Apr 25, 2025	SELL	$85.7 - $93.96 $117,923 - $129,288	-1,376 Reduced 4.87%	26,900 $2.51 Billion
Q4 2024 Jan 16, 2025	SELL	$83.32 - $97.27 $141,477 - $165,164	-1,698 Reduced 5.66%	28,276 $2.42 Billion
Q3 2024 Oct 03, 2024	SELL	$84.35 - $93.39 $82,325 - $91,148	-976 Reduced 3.15%	29,974 $2.63 Billion

Q2 2024 Jul 30, 2024	SELL	$88.04 - $98.08 $69,023 - $76,894	-784 Reduced 2.47%	30,950 $2.82 Billion
Q1 2024 Apr 30, 2024	SELL	$79.91 - $94.41 $116,668 - $137,838	-1,460 Reduced 4.4%	31,734 $3 Billion
Q4 2023 Jan 30, 2024	BUY	$81.2 - $91.96 $2.7 Million - $3.05 Million	33,194 New	33,194 $2.78 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
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Life Plan Financial, LLC Energy Sector Spdr Transaction History