A detailed history of Abound Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Abound Wealth Management holds 1,052 shares of XLE stock, worth $98,603. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,052 -0.0%
Holding current value
$98,603
Previous $95.9 Million 3.67%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$88.04 - $98.08 $2,024 - $2,255
-23 Reduced 2.14%
1,052 $95.9 Million
Q1 2024

Aug 08, 2024

BUY
$79.91 - $94.41 $1,837 - $2,171
23 Added 2.19%
1,075 $102 Million
Q4 2023

Aug 08, 2024

SELL
$81.2 - $91.96 $3,004 - $3,402
-37 Reduced 3.4%
1,052 $88.2 Million
Q2 2023

Aug 08, 2024

BUY
$76.59 - $87.23 $2,833 - $3,227
37 Added 3.52%
1,089 $88.4 Million
Q1 2023

Aug 07, 2024

BUY
$76.97 - $93.11 $80,972 - $97,951
1,052 New
1,052 $87.2 Million
Q4 2022

Aug 07, 2024

BUY
$76.09 - $94.08 $76 - $94
1 Added 0.1%
1,052 $92 Million
Q3 2022

Aug 07, 2024

SELL
$67.49 - $84.09 $67 - $84
-1 Reduced 0.1%
1,051 $75.7 Million
Q2 2022

Aug 12, 2024

SELL
$70.66 - $92.28 $70 - $92
-1 Reduced 0.1%
1,051 $75.2 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.