Strategic Wealth Partners, Ltd. Energy Sector Spdr Transaction History

Strategic Wealth Partners, Ltd.

  • $947 Million
  • Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Energy Sector Spdr stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 3,909 shares of XLE stock, worth $329,020. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,909
Previous 4,400 11.16%
Holding current value
$329,020
Previous $401,000 14.46%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$84.35 - $93.39 $41,415 - $45,854
-491 Reduced 11.16%
3,909 $343,000
Q2 2024

Oct 08, 2024
SELL
$88.04 - $98.08 $26,235 - $29,227
-298 Reduced 6.34%
4,400 $401,000
Q1 2024

May 20, 2024
BUY
$79.91 - $94.41 $31,964 - $37,764
400 Added 9.31%
4,698 $443,000
Q4 2023

May 20, 2024
BUY
$81.2 - $91.96 $36,296 - $41,106
447 Added 11.61%
4,298 $360,000
Q2 2023

May 20, 2024
SELL
$76.59 - $87.23 $38,295 - $43,615
-500 Reduced 11.49%
3,851 $312,000
Q1 2023

Apr 24, 2023
SELL
$76.97 - $93.11 $14,778 - $17,877
-192 Reduced 4.23%
4,351 $360,000
Q4 2022

Apr 24, 2023
SELL
$76.09 - $94.08 $115,048 - $142,248
-1,512 Reduced 24.97%
4,543 $397,000
Q3 2022

Apr 24, 2023
BUY
$67.49 - $84.09 $84,699 - $105,532
1,255 Added 26.15%
6,055 $0
Q2 2022

Aug 22, 2022
SELL
$70.66 - $92.28 $5,511 - $7,197
-78 Reduced 1.6%
4,800 $343,000
Q1 2022

May 19, 2022
BUY
$57.22 - $78.75 $52,299 - $71,977
914 Added 23.06%
4,878 $0
Q4 2021

Feb 11, 2022
BUY
$53.01 - $59.14 $210,131 - $234,430
3,964 New
3,964 $0
Q4 2018

Jan 24, 2019
SELL
N/A
-615 Closed
0 $0
Q2 2018

Sep 04, 2018
SELL
N/A
-14 Reduced 2.23%
615 $47,000
Q1 2018

Jul 13, 2018
BUY
N/A
629 New
629 $42,000

Others Institutions Holding XLE

# of Institutions
2,027
Shares Held
236M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email