Optima Capital LLC Energy Sector Spdr Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Optima Capital LLC holds 148 shares of XLE stock, worth $13,618. This represents 0.0% of its overall portfolio holdings.

Number of Shares

148

Holding current value

$13,618

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$85.22 - $92.02 $12,612 - $13,618	148 New	148 $6.6 Million

Others Institutions Holding XLE

# of Institutions

2,131

Shares Held

219M

Call Options Held

57.3M

Put Options Held

125M

Bank Of America Corp Charlotte, NC

23.3M
Shares

$2.14 Billion
0.15% of portfolio
Morgan Stanley New York, NY

15.3M
Shares

$1.41 Billion
0.09% of portfolio
Goldman Sachs Group Inc New York, NY

10.6M
Shares

$973 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

10.4M
Shares

$960 Million
0.18% of portfolio
Jpmorgan Chase & CO New York, NY

9.87M
Shares

$908 Million
0.06% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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