Smart Wealth LLC Energy Sector Spdr Transaction History

Smart Wealth LLC

$319 Billion
Q2 2025

A detailed history of Smart Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Smart Wealth LLC holds 5,865 shares of XLE stock, worth $500,167. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,865

Previous 46,455 87.37%

Holding current value

$500,167

Previous $4.34 Billion 88.54%

% of portfolio

0.16%

Previous 1.56%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.44 - $94.13 $3.1 Million - $3.82 Million	-40,590 Reduced 87.37%	5,865 $497 Million
Q1 2025 Apr 29, 2025	BUY	$85.7 - $93.96 $1.72 Million - $1.88 Million	20,019 Added 75.73%	46,455 $4.34 Billion
Q4 2024 Jan 28, 2025	BUY	$83.32 - $97.27 $1.27 Million - $1.48 Million	15,200 Added 135.28%	26,436 $2.26 Billion
Q3 2024 Dec 13, 2024	SELL	$84.35 - $93.39 $818,616 - $906,349	-9,705 Reduced 46.34%	11,236 $987 Million
Q2 2024 Dec 13, 2024	BUY	$88.04 - $98.08 $115,684 - $128,877	1,314 Added 6.69%	20,941 $1.91 Billion
Q1 2024 Dec 13, 2024	SELL	$79.91 - $94.41 $53,299 - $62,971	-667 Reduced 3.29%	19,627 $1.85 Billion
Q4 2023 Dec 13, 2024	BUY	$81.2 - $91.96 $581,716 - $658,801	7,164 Added 54.56%	20,294 $1.7 Billion
Q3 2023 Dec 13, 2024	BUY	$79.09 - $93.36 $454,530 - $536,539	5,747 Added 77.84%	13,130 $1.19 Billion
Q2 2023 Dec 13, 2024	BUY	$76.59 - $87.23 $109,983 - $125,262	1,436 Added 24.15%	7,383 $599 Million
Q1 2023 Dec 13, 2024	SELL	$76.97 - $93.11 $819,499 - $991,342	-10,647 Reduced 64.16%	5,947 $493 Million
Q4 2022 Dec 13, 2024	BUY	$76.09 - $94.08 $1.26 Million - $1.56 Million	16,594 New	16,594 $1.45 Billion

Others Institutions Holding XLE

# of Institutions

2,117

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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