Phillips Financial Management, LLC Energy Sector Spdr Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,314 shares of XLE stock, worth $122,504. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,314
Previous 1,314 -0.0%
Holding current value
$122,504
Previous $115,000 2.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$84.35 - $93.39 $11,977 - $13,261
-142 Reduced 9.75%
1,314 $115,000
Q4 2023

Jan 25, 2024
BUY
$81.2 - $91.96 $2,436 - $2,758
30 Added 2.1%
1,456 $122,000
Q3 2023

Nov 09, 2023
SELL
$79.09 - $93.36 $15,580 - $18,391
-197 Reduced 12.14%
1,426 $128,000
Q3 2022

Nov 08, 2022
BUY
$67.49 - $84.09 $109,536 - $136,478
1,623 New
1,623 $117,000

Others Institutions Holding XLE

# of Institutions
2,179
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email