Northwest Financial Advisors Energy Sector Spdr Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in Energy Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 8,334 shares of XLE stock, worth $751,476. This represents 0.53% of its overall portfolio holdings.

Number of Shares
8,334
Previous 8,398 0.76%
Holding current value
$751,476
Previous $793 Million 4.2%
% of portfolio
0.53%
Previous 0.58%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$88.04 - $98.08 $5,634 - $6,277
-64 Reduced 0.76%
8,334 $760 Million
Q1 2024

May 09, 2024
BUY
$79.91 - $94.41 $58,494 - $69,108
732 Added 9.55%
8,398 $793 Million
Q4 2023

Feb 07, 2024
BUY
$81.2 - $91.96 $622,479 - $704,965
7,666 New
7,666 $643 Million

Others Institutions Holding XLE

# of Institutions
2,044
Shares Held
236M
Call Options Held
47.3M
Put Options Held
75.6M
View Full List

About ENERGY SECTOR SPDR

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