Iams Wealth Management, LLC Energy Sector Spdr Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,385 shares of XLE stock, worth $202,558. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,385

Previous 6,408 62.78%

Holding current value

$202,558

Previous $599 Million 66.22%

% of portfolio

0.09%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$76.44 - $94.13 $307,518 - $378,684	-4,023 Reduced 62.78%	2,385 $202 Million
Q1 2025 Apr 10, 2025	SELL	$85.7 - $93.96 $3,942 - $4,322	-46 Reduced 0.71%	6,408 $599 Million
Q4 2024 Jan 23, 2025	SELL	$83.32 - $97.27 $25,329 - $29,570	-304 Reduced 4.5%	6,454 $553 Million
Q2 2024 Aug 05, 2024	BUY	$88.04 - $98.08 $594,974 - $662,824	6,758 New	6,758 $616 Million
Q4 2023 Feb 07, 2024	BUY	$81.2 - $91.96 $28,420 - $32,185	350 Added 15.6%	2,594 $217 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $177,477 - $209,499	2,244 New	2,244 $203 Million
Q1 2023 Oct 30, 2023	BUY	$76.97 - $93.11 $121,381 - $146,834	1,577 Added 63.28%	4,069 $335 Million
Q4 2022 Oct 27, 2023	BUY	$76.09 - $94.08 $189,616 - $234,447	2,492 New	2,492 $218 Million

Others Institutions Holding XLE

# of Institutions

2,105

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

More about XLE

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Iams Wealth Management, LLC Energy Sector Spdr Transaction History