4 Wealth Advisors, Inc. Energy Sector Spdr Transaction History

4 Wealth Advisors, Inc.

  • $98.4 Billion
  • Q2 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 8,099 shares of XLE stock, worth $687,848. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,099
Previous 6,042 34.05%
Holding current value
$687,848
Previous $565 Million 21.65%
% of portfolio
0.7%
Previous 0.62%

Shares

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

Aug 04, 2025
BUY
$76.44 - $94.13 $157,237 - $193,625
2,057 Added 34.05%
8,099 $687 Million
Q1 2025

May 05, 2025
SELL
$85.7 - $93.96 $7,627 - $8,362
-89 Reduced 1.45%
6,042 $565 Million
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $510,834 - $596,362
6,131 New
6,131 $525 Million

Others Institutions Holding XLE

# of Institutions
2,103
Shares Held
454M
Call Options Held
51M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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