Uma Financial Services, Inc. Energy Sector Spdr Transaction History

Uma Financial Services, Inc.

$648 Million
Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Uma Financial Services, Inc. holds 657 shares of XLE stock, worth $60,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares

657

Previous 412 59.47%

Holding current value

$60,457

Previous $34,000 70.59%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$84.25 - $91.99 $20,641 - $22,537	245 Added 59.47%	657 $58,000
Q2 2025 Jul 11, 2025	BUY	$76.44 - $94.13 $3,745 - $4,612	49 Added 13.5%	412 $34,000
Q1 2025 Apr 28, 2025	SELL	$85.7 - $93.96 $1,714 - $1,879	-20 Reduced 5.22%	363 $33,000
Q4 2024 Feb 12, 2025	BUY	$83.32 - $97.27 $31,911 - $37,254	383 New	383 $32,000
Q3 2022 Oct 06, 2022	SELL	$67.49 - $84.09 $31,112 - $38,765	-461 Reduced 8.29%	5,100 $413,000

Q2 2022 Aug 02, 2022	SELL	$70.66 - $92.28 $2.69 Million - $3.51 Million	-38,039 Reduced 87.25%	5,561 $427,000
Q1 2022 May 05, 2022	SELL	$57.22 - $78.75 $486,141 - $669,060	-8,496 Reduced 16.31%	43,600 $3.56 Million
Q4 2021 Jan 11, 2022	BUY	$53.01 - $59.14 $11,927 - $13,306	225 Added 0.43%	52,096 $3.2 Million
Q3 2021 Oct 19, 2021	SELL	$45.79 - $54.81 $142,956 - $171,116	-3,122 Reduced 5.68%	51,871 $2.97 Million
Q2 2021 Jul 23, 2021	BUY	$47.07 - $56.19 $1.01 Million - $1.21 Million	21,515 Added 64.27%	54,993 $2.68 Million
Q1 2021 Apr 06, 2021	BUY	$37.96 - $53.57 $1.27 Million - $1.79 Million	33,478 New	33,478 $1.64 Million

Others Institutions Holding XLE

# of Institutions

2,119

Shares Held

214M

Call Options Held

56.5M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Uma Financial Services, Inc. Energy Sector Spdr Transaction History