Vest Gen Advisors, LLC Energy Sector Spdr Transaction History

Vest Gen Advisors, LLC

  • $3 Trillion
  • Q3 2025

A detailed history of Vest Gen Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 19,389 shares of XLE stock, worth $1.78 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,389
Previous 11,828 63.92%
Holding current value
$1.78 Million
Previous $1 Billion 72.68%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Nov 14, 2025
BUY
$84.25 - $91.99 $637,014 - $695,536
7,561 Added 63.92%
19,389 $1.73 Billion
Q2 2025

Aug 13, 2025
SELL
$76.44 - $94.13 $181,392 - $223,370
-2,373 Reduced 16.71%
11,828 $1 Billion
Q1 2025

May 13, 2025
BUY
$85.7 - $93.96 $1.22 Million - $1.33 Million
14,201 New
14,201 $1.33 Billion

Others Institutions Holding XLE

# of Institutions
2,120
Shares Held
211M
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
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