Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History

Strait & Sound Wealth Management LLC

$235 Billion
Q2 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 10,522 shares of XLE stock, worth $887,951. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,522

Previous 8,272 27.2%

Holding current value

$887,951

Previous $773 Million 15.44%

% of portfolio

0.38%

Previous 0.36%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$76.44 - $94.13 $171,990 - $211,792	2,250 Added 27.2%	10,522 $892 Million
Q1 2025 May 15, 2025	SELL	$85.7 - $93.96 $5,313 - $5,825	-62 Reduced 0.74%	8,272 $773 Million
Q4 2024 Feb 18, 2025	BUY	$83.32 - $97.27 $197,884 - $231,016	2,375 Added 39.86%	8,334 $714 Million
Q3 2024 Nov 15, 2024	SELL	$84.35 - $93.39 $2,024 - $2,241	-24 Reduced 0.4%	5,959 $523 Million
Q2 2024 Aug 13, 2024	BUY	$88.04 - $98.08 $8,804 - $9,808	100 Added 1.7%	5,983 $545 Million
Q1 2024 May 10, 2024	SELL	$79.91 - $94.41 $9,908 - $11,706	-124 Reduced 2.06%	5,883 $575 Million
Q4 2023 Feb 08, 2024	BUY	$81.2 - $91.96 $5,278 - $5,977	65 Added 1.09%	6,007 $481 Million
Q3 2023 Nov 15, 2023	BUY	$79.09 - $93.36 $45,872 - $54,148	580 Added 10.82%	5,942 $537 Million
Q2 2023 Aug 29, 2023	BUY	$76.59 - $87.23 $15,394 - $17,533	201 Added 3.89%	5,362 $435 Million
Q1 2023 Aug 29, 2023	BUY	$76.97 - $93.11 $16,625 - $20,111	216 Added 4.37%	5,161 $428 Million
Q4 2022 Feb 16, 2023	BUY	$76.09 - $94.08 $376,265 - $465,225	4,945 New	4,945 $446 Million

Others Institutions Holding XLE

# of Institutions

2,111

Shares Held

455M

Call Options Held

50.4M

Put Options Held

121M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Strait & Sound Wealth Management LLC Energy Sector Spdr Transaction History