Cwc Advisors, Llc. Energy Sector Spdr Transaction History

Cwc Advisors, Llc.

$204 Billion
Q3 2025

A detailed history of Cwc Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 40,925 shares of XLE stock, worth $3.64 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

40,925

Previous 41,227 0.73%

Holding current value

$3.64 Million

Previous $3.5 Billion 4.57%

% of portfolio

1.79%

Previous 1.81%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$84.25 - $91.99 $25,443 - $27,780	-302 Reduced 0.73%	40,925 $3.66 Billion
Q2 2025 Jul 10, 2025	BUY	$76.44 - $94.13 $51,520 - $63,443	674 Added 1.66%	41,227 $3.5 Billion
Q1 2025 Apr 24, 2025	BUY	$85.7 - $93.96 $896,936 - $983,385	10,466 Added 34.79%	40,553 $3.79 Billion
Q4 2024 Mar 18, 2025	BUY	$83.32 - $97.27 $174,472 - $203,683	2,094 Added 7.48%	30,087 $2.58 Billion
Q3 2024 Oct 23, 2024	BUY	$84.35 - $93.39 $2.36 Million - $2.61 Million	27,993 New	27,993 $2.46 Billion

Others Institutions Holding XLE

# of Institutions

2,118

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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