Valtinson Bruner Financial Planning LLC Energy Sector Spdr Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 2,729 shares of XLE stock, worth $245,801. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,729
Previous 2,710 0.7%
Holding current value
$245,801
Previous $237,000 1.69%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Feb 10, 2025
BUY
$83.32 - $97.27 $1,583 - $1,848
19 Added 0.7%
2,729 $233,000
Q3 2024

Nov 05, 2024
BUY
$84.35 - $93.39 $1,518 - $1,681
18 Added 0.67%
2,710 $237,000
Q2 2024

Aug 05, 2024
BUY
$88.04 - $98.08 $1,584 - $1,765
18 Added 0.67%
2,692 $245,000
Q1 2024

Apr 29, 2024
BUY
$79.91 - $94.41 $1,358 - $1,604
17 Added 0.64%
2,674 $252,000
Q4 2023

Feb 06, 2024
BUY
$81.2 - $91.96 $1,705 - $1,931
21 Added 0.8%
2,657 $222,000
Q3 2023

Oct 24, 2023
BUY
$79.09 - $93.36 $5,061 - $5,975
64 Added 2.49%
2,636 $238,000
Q2 2023

Jul 24, 2023
BUY
$76.59 - $87.23 $1,531 - $1,744
20 Added 0.78%
2,572 $208,000
Q1 2023

May 05, 2023
BUY
$76.97 - $93.11 $1,616 - $1,955
21 Added 0.83%
2,552 $211,000
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $29,599 - $36,597
-389 Reduced 13.32%
2,531 $0
Q3 2022

Nov 09, 2022
SELL
$67.49 - $84.09 $23,216 - $28,926
-344 Reduced 10.54%
2,920 $210,000
Q2 2022

Aug 08, 2022
BUY
$70.66 - $92.28 $1,766 - $2,307
25 Added 0.77%
3,264 $233,000
Q1 2022

Apr 15, 2022
BUY
$57.22 - $78.75 $185,335 - $255,071
3,239 New
3,239 $259,000

Others Institutions Holding XLE

# of Institutions
2,167
Shares Held
231M
Call Options Held
58.1M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email