Aafmaa Wealth Management & Trust LLC Energy Sector Spdr Transaction History

Aafmaa Wealth Management & Trust LLC

  • $215 Million
  • Q1 2025

A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 14,392 shares of XLE stock, worth $1.17 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
14,392
Previous 13,091 9.94%
Holding current value
$1.17 Million
Previous $1.12 Million 18.64%
% of portfolio
0.62%
Previous 0.5%

Shares

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

Apr 11, 2025
BUY
$85.7 - $93.96 $111,495 - $122,241
1,301 Added 9.94%
14,392 $1.33 Million
Q4 2024

Jan 13, 2025
BUY
$83.32 - $97.27 $27,328 - $31,904
328 Added 2.57%
13,091 $1.12 Million
Q3 2024

Oct 16, 2024
BUY
$84.35 - $93.39 $664,003 - $735,166
7,872 Added 160.95%
12,763 $1.12 Million
Q2 2024

Jul 19, 2024
BUY
$88.04 - $98.08 $430,603 - $479,709
4,891 New
4,891 $445,000

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
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 Aafmaa Wealth Management & Trust LLC Portfolio

Follow Aafmaa Wealth Management & Trust LLC 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 Aafmaa Wealth Management & Trust LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aafmaa Wealth Management & Trust LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email