A detailed history of Flywheel Private Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Flywheel Private Wealth LLC holds 6,367 shares of XLE stock, worth $542,595. This represents 0.43% of its overall portfolio holdings.

Number of Shares
6,367
Previous 6,950 8.39%
Holding current value
$542,595
Previous $650 Million 16.86%
% of portfolio
0.43%
Previous 0.59%

Shares

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

Jul 17, 2025

SELL
$76.44 - $94.13 $44,564 - $54,877
-583 Reduced 8.39%
6,367 $540 Million
Q1 2025

Apr 15, 2025

BUY
$85.7 - $93.96 $8,570 - $9,396
100 Added 1.46%
6,950 $650 Million
Q4 2024

Jan 14, 2025

BUY
$83.32 - $97.27 $570,742 - $666,299
6,850 New
6,850 $587 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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