Uptown Financial Advisors LLC Energy Sector Spdr Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 2,807 shares of XLE stock, worth $258,300. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,807
Previous 2,816 0.32%
Holding current value
$258,300
Previous $241 Million 4.14%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 15, 2025
SELL
$84.25 - $91.99 $758 - $827
-9 Reduced 0.32%
2,807 $251 Million
Q2 2025

Jul 10, 2025
BUY
$76.44 - $94.13 $1,299 - $1,600
17 Added 0.61%
2,816 $241 Million
Q1 2025

May 06, 2025
BUY
$85.7 - $93.96 $8,741 - $9,583
102 Added 3.78%
2,799 $262 Million
Q4 2024

Apr 29, 2025
BUY
$83.32 - $97.27 $224,714 - $262,337
2,697 New
2,697 $231 Million

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
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
Track This Portfolio

Track Uptown Financial Advisors LLC Portfolio

Follow Uptown Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uptown Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Uptown Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email