A detailed history of Lakeridge Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,380 shares of XLE stock, worth $226,385. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,380
Previous 2,357 0.98%
Holding current value
$226,385
Previous $215 Million 2.71%
% of portfolio
0.11%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$84.35 - $93.39 $1,940 - $2,147
23 Added 0.98%
2,380 $209 Million
Q2 2024

Aug 01, 2024

BUY
$88.04 - $98.08 $15,407 - $17,164
175 Added 8.02%
2,357 $215 Million
Q1 2024

Apr 29, 2024

BUY
$79.91 - $94.41 $174,363 - $206,002
2,182 New
2,182 $206 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.