Phillips Financial Management, LLC Spdr Ser Tr Spdr S&P Oil & Gas Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Spdr Ser Tr Spdr S&P Oil & Gas stock. As of the latest transaction made, Phillips Financial Management, LLC holds 50 shares of XES stock, worth $3,990. This represents 0.0% of its overall portfolio holdings.
Number of Shares
50
Previous 50
-0.0%
Holding current value
$3,990
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding XES
# of Institutions
81Shares Held
697KCall Options Held
45.9KPut Options Held
12.5K-
Morgan Stanley New York, NY72.7KShares$5.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL59.2KShares$4.72 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC55KShares$4.39 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY54.8KShares$4.37 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC53.8KShares$4.29 Million0.0% of portfolio