Massachusetts Wealth Management Energy Sector Spdr Transaction History

Massachusetts Wealth Management

  • $146 Billion
  • Q1 2025

A detailed history of Massachusetts Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Massachusetts Wealth Management holds 34,309 shares of XLE stock, worth $2.76 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
34,309
Previous 33,136 3.54%
Holding current value
$2.76 Million
Previous $2.84 Billion 12.96%
% of portfolio
2.2%
Previous 1.75%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$85.7 - $93.96 $100,526 - $110,215
1,173 Added 3.54%
34,309 $3.21 Billion
Q4 2024

Jan 27, 2025
BUY
$83.32 - $97.27 $14,164 - $16,535
170 Added 0.52%
33,136 $2.84 Billion
Q3 2024

Oct 23, 2024
BUY
$84.35 - $93.39 $87,724 - $97,125
1,040 Added 3.26%
32,966 $2.89 Billion
Q2 2024

Jul 31, 2024
BUY
$88.04 - $98.08 $345,997 - $385,454
3,930 Added 14.04%
31,926 $2.91 Billion
Q1 2024

Apr 19, 2024
BUY
$79.91 - $94.41 $270,974 - $320,144
3,391 Added 13.78%
27,996 $2.64 Billion
Q4 2023

Jan 24, 2024
BUY
$81.2 - $91.96 $264,306 - $299,329
3,255 Added 15.25%
24,605 $2.06 Billion
Q3 2023

Oct 24, 2023
BUY
$79.09 - $93.36 $81,462 - $96,160
1,030 Added 5.07%
21,350 $1.93 Billion
Q2 2023

Aug 03, 2023
BUY
$76.59 - $87.23 $98,035 - $111,654
1,280 Added 6.72%
20,320 $1.65 Billion
Q1 2023

Apr 26, 2023
SELL
$76.97 - $93.11 $249,382 - $301,676
-3,240 Reduced 14.54%
19,040 $1.58 Billion
Q4 2022

Feb 16, 2023
BUY
$76.09 - $94.08 $1.7 Million - $2.1 Million
22,280 New
22,280 $2 Billion

Others Institutions Holding XLE

# of Institutions
2,186
Shares Held
229M
Call Options Held
57.9M
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
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