Modern Wealth Management, LLC Energy Sector Spdr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 340,214 shares of XLE stock, worth $30 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
340,214
Previous 316,623 7.45%
Holding current value
$30 Million
Previous $29.6 Million 2.48%
% of portfolio
0.76%
Previous 0.97%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$76.44 - $94.13 $1.8 Million - $2.22 Million
23,591 Added 7.45%
340,214 $28.9 Million
Q1 2025

May 30, 2025
BUY
$85.7 - $93.96 $223,419 - $244,953
2,607 Added 0.83%
316,623 $29.6 Million
Q1 2025

May 15, 2025
BUY
$85.7 - $93.96 $737,020 - $808,056
8,600 Added 2.82%
314,016 $29.3 Billion
Q4 2024

May 30, 2025
SELL
$83.32 - $97.27 $1.1 Million - $1.28 Million
-13,204 Reduced 4.2%
300,812 $25.8 Million
Q4 2024

May 29, 2025
SELL
$83.32 - $97.27 $1.1 Million - $1.28 Million
-13,204 Reduced 4.2%
300,812 $25.8 Million
Q4 2024

Feb 11, 2025
BUY
$83.32 - $97.27 $24.2 Million - $28.2 Million
290,350 Added 1927.19%
305,416 $27.6 Billion
Q3 2024

May 30, 2025
SELL
$84.35 - $93.39 $25.3 Million - $28 Million
-299,640 Reduced 95.42%
14,376 $1.26 Million
Q3 2024

May 29, 2025
SELL
$84.35 - $93.39 $25.3 Million - $28 Million
-299,640 Reduced 95.42%
14,376 $1.26 Million
Q3 2024

Nov 05, 2024
SELL
$84.35 - $93.39 $9,953 - $11,020
-118 Reduced 0.78%
15,066 $1.32 Billion
Q2 2024

May 29, 2025
SELL
$88.04 - $98.08 $26.4 Million - $29.4 Million
-299,517 Reduced 95.38%
14,499 $1.32 Million
Q2 2024

Aug 07, 2024
BUY
$88.04 - $98.08 $23,946 - $26,677
272 Added 1.82%
15,184 $1.38 Billion
Q1 2024

May 28, 2025
SELL
$79.91 - $94.41 $24 Million - $28.3 Million
-299,794 Reduced 95.47%
14,222 $1.34 Billion
Q1 2024

May 13, 2024
BUY
$79.91 - $94.41 $946,693 - $1.12 Million
11,847 Added 386.53%
14,912 $1.4 Billion
Q4 2023

May 28, 2025
SELL
$81.2 - $91.96 $25.2 Million - $28.6 Million
-310,701 Reduced 98.94%
3,315 $278 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $248,878 - $281,857
3,065 New
3,065 $257 Million

Others Institutions Holding XLE

# of Institutions
2,130
Shares Held
237M
Call Options Held
59.3M
Put Options Held
116M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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