A detailed history of Grant Private Wealth Management Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Grant Private Wealth Management Inc holds 3,096 shares of XLE stock, worth $252,416. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,096
Previous 3,196 3.13%
Holding current value
$252,416
Previous $274 Million 5.68%
% of portfolio
0.31%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

SELL
$85.7 - $93.96 $8,570 - $9,396
-100 Reduced 3.13%
3,096 $289 Million
Q4 2024

Feb 12, 2025

BUY
$83.32 - $97.27 $266,290 - $310,874
3,196 New
3,196 $274 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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