Accurate Wealth Management, LLC Energy Sector Spdr Transaction History

Accurate Wealth Management, LLC

$581 Million
Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,250 shares of XLE stock, worth $283,075. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,250

Previous 3,440 5.52%

Holding current value

$283,075

Previous $317,000 13.25%

% of portfolio

0.05%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$76.44 - $94.13 $14,523 - $17,884	-190 Reduced 5.52%	3,250 $275,000
Q1 2025 Apr 14, 2025	BUY	$85.7 - $93.96 $20,482 - $22,456	239 Added 7.47%	3,440 $317,000
Q4 2024 Jan 14, 2025	SELL	$83.32 - $97.27 $7,248 - $8,462	-87 Reduced 2.65%	3,201 $274,000
Q3 2024 Oct 17, 2024	SELL	$84.35 - $93.39 $29,353 - $32,499	-348 Reduced 9.57%	3,288 $288,000
Q2 2024 Jul 17, 2024	SELL	$88.04 - $98.08 $128,714 - $143,392	-1,462 Reduced 28.68%	3,636 $331,000
Q1 2024 Apr 22, 2024	SELL	$79.91 - $94.41 $128,095 - $151,339	-1,603 Reduced 23.92%	5,098 $481,000
Q4 2023 Jan 12, 2024	SELL	$81.2 - $91.96 $8.75 Million - $9.91 Million	-107,754 Reduced 94.15%	6,701 $561,000
Q3 2023 Oct 23, 2023	BUY	$79.09 - $93.36 $8.55 Million - $10.1 Million	108,062 Added 1690.32%	114,455 $10.3 Million
Q2 2023 Jul 24, 2023	SELL	$76.59 - $87.23 $32,703 - $37,247	-427 Reduced 6.26%	6,393 $518,000
Q1 2023 Apr 13, 2023	BUY	$76.97 - $93.11 $66,963 - $81,005	870 Added 14.62%	6,820 $564,000
Q4 2022 Jan 11, 2023	SELL	$76.09 - $94.08 $65,437 - $80,908	-860 Reduced 12.63%	5,950 $0
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $459,606 - $572,652	6,810 New	6,810 $552,000
Q3 2021 Oct 22, 2021	SELL	$45.79 - $54.81 $6.31 Million - $7.55 Million	-137,723 Closed	0 $0
Q2 2021 Aug 25, 2021	BUY	$47.07 - $56.19 $6.48 Million - $7.74 Million	137,723 New	137,723 $7.42 Million

Others Institutions Holding XLE

# of Institutions

2,131

Shares Held

451M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Accurate Wealth Management, LLC Energy Sector Spdr Transaction History