Uma Financial Services, Inc. Energy Sector Spdr Transaction History

Uma Financial Services, Inc.

$550 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,027

Shares Held

236M

Call Options Held

45.7M

Put Options Held

111M

Bank Of America Corp Charlotte, NC

43.3M
Shares

$3.67 Billion
0.32% of portfolio
Morgan Stanley New York, NY

17.7M
Shares

$1.5 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.9M
Shares

$1.26 Billion
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

8.32M
Shares

$705 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

8.08M
Shares

$684 Million
0.12% of portfolio

About ENERGY SECTOR SPDR

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