Retirement Guys Formula LLC Energy Sector Spdr Transaction History

Retirement Guys Formula LLC

$209 Million
Q4 2025

A detailed history of Retirement Guys Formula LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Retirement Guys Formula LLC holds 5,577 shares of XLE stock, worth $513,195. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,577

Previous 3,145 77.33%

Holding current value

$513,195

Previous $280,000 83.21%

% of portfolio

0.25%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$85.22 - $92.02 $207,255 - $223,792	2,432 Added 77.33%	5,577 $513,000
Q3 2025 Oct 21, 2025	SELL	$84.25 - $91.99 $17,524 - $19,133	-208 Reduced 6.2%	3,145 $280,000
Q2 2025 Jul 15, 2025	SELL	$76.44 - $94.13 $2,369 - $2,918	-31 Reduced 0.92%	3,353 $284,000
Q1 2025 Apr 23, 2025	BUY	$85.7 - $93.96 $50,391 - $55,248	588 Added 21.03%	3,384 $316,000
Q4 2024 Jan 29, 2025	BUY	$83.32 - $97.27 $3,999 - $4,668	48 Added 1.75%	2,796 $239,000

Q3 2024 Oct 21, 2024	BUY	$84.35 - $93.39 $759 - $840	9 Added 0.33%	2,748 $241,000
Q2 2024 Aug 01, 2024	BUY	$88.04 - $98.08 $1,672 - $1,863	19 Added 0.7%	2,739 $249,000
Q1 2024 Apr 19, 2024	BUY	$79.91 - $94.41 $2,716 - $3,209	34 Added 1.27%	2,720 $256,000
Q4 2023 Jan 22, 2024	BUY	$81.2 - $91.96 $1,786 - $2,023	22 Added 0.83%	2,686 $225,000
Q3 2023 Oct 13, 2023	BUY	$79.09 - $93.36 $1,344 - $1,587	17 Added 0.64%	2,664 $240,000
Q2 2023 Jul 17, 2023	SELL	$76.59 - $87.23 $43,043 - $49,023	-562 Reduced 17.51%	2,647 $214,000
Q1 2023 Apr 18, 2023	SELL	$76.97 - $93.11 $1,385 - $1,675	-18 Reduced 0.56%	3,209 $265,000
Q4 2022 Feb 13, 2023	BUY	$76.09 - $94.08 $2,130 - $2,634	28 Added 0.88%	3,227 $282,000
Q3 2022 Nov 02, 2022	SELL	$67.49 - $84.09 $17,142 - $21,358	-254 Reduced 7.36%	3,199 $230,000
Q2 2022 Jul 22, 2022	BUY	$70.66 - $92.28 $7,136 - $9,320	101 Added 3.01%	3,453 $247,000
Q1 2022 Jul 18, 2022	BUY	$57.22 - $78.75 $191,801 - $263,970	3,352 New	3,352 $256,000

Others Institutions Holding XLE

# of Institutions

2,127

Shares Held

218M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Retirement Guys Formula LLC Energy Sector Spdr Transaction History