Valtinson Bruner Financial Planning LLC Energy Sector Spdr Transaction History

Valtinson Bruner Financial Planning LLC

$272 Million
Q3 2025

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 2,434 shares of XLE stock, worth $223,976. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,434

Previous 2,770 12.13%

Holding current value

$223,976

Previous $234,000 7.26%

% of portfolio

0.08%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$84.25 - $91.99 $28,308 - $30,908	-336 Reduced 12.13%	2,434 $217,000
Q2 2025 Aug 06, 2025	BUY	$76.44 - $94.13 $1,834 - $2,259	24 Added 0.87%	2,770 $234,000
Q1 2025 May 14, 2025	BUY	$85.7 - $93.96 $1,456 - $1,597	17 Added 0.62%	2,746 $256,000
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

2,128

Shares Held

221M

Call Options Held

57.3M

Put Options Held

125M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
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Industry ETFs

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Valtinson Bruner Financial Planning LLC Energy Sector Spdr Transaction History