Elevate Wealth Advisory, Inc Energy Sector Spdr Transaction History

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,525 shares of XLE stock, worth $232,350. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,525
Previous 2,525 -0.0%
Holding current value
$232,350
Previous $214 Million 5.34%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Jul 23, 2025
SELL
$76.44 - $94.13 $4,433 - $5,459
-58 Reduced 2.25%
2,525 $214 Million
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $221,363 - $242,698
2,583 New
2,583 $241 Million

Others Institutions Holding XLE

# of Institutions
2,122
Shares Held
210M
Call Options Held
60.3M
Put Options Held
131M
View Full List

About ENERGY SECTOR SPDR

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