Plan Group Financial, LLC Energy Sector Spdr Transaction History

Plan Group Financial, LLC

  • $355 Million
  • Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Plan Group Financial, LLC holds 10,841 shares of XLE stock, worth $997,588. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,841
Previous 10,891 0.46%
Holding current value
$997,588
Previous $923,000 4.88%
% of portfolio
0.27%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$84.25 - $91.99 $4,212 - $4,599
-50 Reduced 0.46%
10,841 $968,000
Q2 2025

Aug 13, 2025
BUY
$76.44 - $94.13 $832,508 - $1.03 Million
10,891 New
10,891 $923,000

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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

Track Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email