4 Wealth Advisors, Inc. Energy Sector Spdr Transaction History

4 Wealth Advisors, Inc.

  • $112 Billion
  • Q3 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 9,580 shares of XLE stock, worth $845,147. This represents 0.76% of its overall portfolio holdings.

Number of Shares
9,580
Previous 8,099 18.29%
Holding current value
$845,147
Previous $687 Million 24.61%
% of portfolio
0.76%
Previous 0.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$84.25 - $91.99 $124,774 - $136,237
1,481 Added 18.29%
9,580 $856 Million
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
2,128
Shares Held
235M
Call Options Held
59.3M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track 4 Wealth Advisors, Inc. Portfolio

Follow 4 Wealth Advisors, Inc. 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 4 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 4 Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email