A detailed history of Accredited Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 100 shares of XLE stock, worth $9,202. This represents 0.04% of its overall portfolio holdings.

Number of Shares
100
Previous 630 84.13%
Holding current value
$9,202
Previous $53.4 Million 5.34%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025

SELL
$84.25 - $91.99 $44,652 - $48,754
-530 Reduced 84.13%
100 $56.3 Million
Q4 2024

Feb 14, 2025

BUY
$83.32 - $97.27 $52,491 - $61,280
630 New
630 $54 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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