Tempus Wealth Planning, LLC Energy Sector Spdr Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 4,431 shares of XLE stock, worth $388,332. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,431
Previous 2,714 63.26%
Holding current value
$388,332
Previous $238,000 59.24%
% of portfolio
0.13%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $143,060 - $167,012
1,717 Added 63.26%
4,431 $379,000
Q3 2024

Oct 22, 2024
BUY
$84.35 - $93.39 $10,628 - $11,767
126 Added 4.87%
2,714 $238,000
Q2 2024

Jul 25, 2024
BUY
$88.04 - $98.08 $227,847 - $253,831
2,588 New
2,588 $235,000

Others Institutions Holding XLE

# of Institutions
2,064
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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