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 $283,838. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,984
Previous 4,237 29.57%
Holding current value
$283,838
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
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