Summit Wealth Partners, LLC Energy Sector Spdr Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,598 shares of XLE stock, worth $331,087. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,598
Previous 3,584 0.39%
Holding current value
$331,087
Previous $304 Million 5.75%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 21, 2025
BUY
$84.25 - $91.99 $1,179 - $1,287
14 Added 0.39%
3,598 $321 Million
Q2 2025

Aug 11, 2025
BUY
$76.44 - $94.13 $6,344 - $7,812
83 Added 2.37%
3,584 $304 Million
Q1 2025

May 06, 2025
BUY
$85.7 - $93.96 $300,035 - $328,953
3,501 New
3,501 $327 Million

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
217M
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
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