A detailed history of World Equity Group, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, World Equity Group, Inc. holds 2,984 shares of XLE stock, worth $279,690. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,984
Previous 4,237 29.57%
Holding current value
$279,690
Previous $386 Million 32.16%
% of portfolio
0.09%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$84.35 - $93.39 $105,690 - $117,017
-1,253 Reduced 29.57%
2,984 $262 Million
Q2 2024

Jul 18, 2024

SELL
$88.04 - $98.08 $9,684 - $10,788
-110 Reduced 2.53%
4,237 $386 Million
Q1 2024

Jul 18, 2024

BUY
$79.91 - $94.41 $347,368 - $410,400
4,347 New
4,347 $410 Million
Q4 2023

Jul 22, 2024

SELL
$81.2 - $91.96 $26,227 - $29,703
-323 Reduced 11.66%
2,448 $215 Million
Q3 2023

Jul 22, 2024

SELL
$79.09 - $93.36 $115,945 - $136,865
-1,466 Reduced 34.6%
2,771 $250 Million
Q2 2023

Aug 26, 2024

SELL
$76.59 - $87.23 $3.41 Million - $3.88 Million
-44,468 Closed
0 $0
Q1 2023

Aug 26, 2024

BUY
$76.97 - $93.11 $3.1 Million - $3.75 Million
40,231 Added 949.52%
44,468 $1.64 Billion
Q4 2022

Sep 06, 2024

BUY
$76.09 - $94.08 $140,005 - $173,107
1,840 Added 29.88%
7,998 $700 Million
Q3 2022

Sep 06, 2024

BUY
$67.49 - $84.09 $129,648 - $161,536
1,921 Added 45.34%
6,158 $444 Million
Q2 2022

Sep 06, 2024

SELL
$70.66 - $92.28 $362,061 - $472,842
-5,124 Reduced 33.65%
10,104 $723 Million
Q1 2022

Sep 06, 2024

BUY
$57.22 - $78.75 $628,905 - $865,541
10,991 Added 259.41%
15,228 $1.16 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, 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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.