Merit Financial Group, LLC Energy Sector Spdr Transaction History

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 2024

A detailed history of Merit Financial Group, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Merit Financial Group, LLC holds 114,974 shares of XLE stock, worth $9.73 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
114,974
Previous 116,507 1.32%
Holding current value
$9.73 Million
Previous $10.6 Million 4.94%
% of portfolio
0.22%
Previous 0.23%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$84.35 - $93.39 $129,308 - $143,166
-1,533 Reduced 1.32%
114,974 $10.1 Million
Q2 2024

Aug 13, 2024
BUY
$88.04 - $98.08 $103,094 - $114,851
1,171 Added 1.02%
116,507 $10.6 Million
Q1 2024

May 06, 2024
BUY
$79.91 - $94.41 $4.09 Million - $4.83 Million
51,195 Added 79.82%
115,336 $10.9 Million
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $327,804 - $371,242
4,037 Added 6.72%
64,141 $5.38 Million
Q3 2023

Nov 07, 2023
BUY
$79.09 - $93.36 $1.92 Million - $2.27 Million
24,314 Added 67.94%
60,104 $5.43 Million
Q2 2023

Aug 01, 2023
SELL
$76.59 - $87.23 $3.97 Million - $4.52 Million
-51,840 Reduced 59.16%
35,790 $2.91 Million
Q1 2023

Apr 24, 2023
BUY
$76.97 - $93.11 $587,896 - $711,174
7,638 Added 9.55%
87,630 $7.26 Million
Q4 2022

Jan 13, 2023
BUY
$76.09 - $94.08 $4.48 Million - $5.54 Million
58,895 Added 279.16%
79,992 $0
Q3 2022

Oct 31, 2022
BUY
$67.49 - $84.09 $397,583 - $495,374
5,891 Added 38.74%
21,097 $1.52 Million
Q2 2022

Aug 08, 2022
BUY
$70.66 - $92.28 $727,515 - $950,114
10,296 Added 209.69%
15,206 $1.09 Million
Q1 2022

May 13, 2022
BUY
$57.22 - $78.75 $280,950 - $386,662
4,910 New
4,910 $375,000
Q4 2018

Feb 15, 2019
SELL
N/A
-5,097 Closed
0 $0
Q3 2018

Oct 25, 2018
BUY
N/A
576 Added 12.74%
5,097 $386,000
Q2 2018

Aug 07, 2018
BUY
N/A
4,521 New
4,521 $343,000

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

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