Act Wealth Management, LLC Energy Sector Spdr Transaction History

Act Wealth Management, LLC

$284 Million
Q3 2025

A detailed history of Act Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Act Wealth Management, LLC holds 89,469 shares of XLE stock, worth $7.63 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares

89,469

Previous 84,257 6.19%

Holding current value

$7.63 Million

Previous $7.15 Million 11.87%

% of portfolio

2.82%

Previous 3.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 06, 2025	BUY	$84.25 - $91.99 $439,111 - $479,451	5,212 Added 6.19%	89,469 $7.99 Million
Q2 2025 Jul 08, 2025	BUY	$76.44 - $94.13 $428,522 - $527,692	5,606 Added 7.13%	84,257 $7.15 Million
Q1 2025 Apr 10, 2025	BUY	$85.7 - $93.96 $416,073 - $456,175	4,855 Added 6.58%	78,651 $7.27 Million
Q4 2024 Jan 16, 2025	BUY	$83.32 - $97.27 $162,390 - $189,579	1,949 Added 2.71%	73,796 $6.32 Million
Q3 2024 Oct 08, 2024	BUY	$84.35 - $93.39 $102,822 - $113,842	1,219 Added 1.73%	71,847 $6.31 Million
Q2 2024 Jul 11, 2024	BUY	$88.04 - $98.08 $26,059 - $29,031	296 Added 0.42%	70,628 $6.44 Million
Q1 2024 Apr 09, 2024	BUY	$79.91 - $94.41 $243,885 - $288,139	3,052 Added 4.54%	70,332 $6.64 Million
Q4 2023 Jan 17, 2024	SELL	$81.2 - $91.96 $210,876 - $238,820	-2,597 Reduced 3.72%	67,280 $5.64 Million
Q3 2023 Oct 10, 2023	SELL	$79.09 - $93.36 $63,983 - $75,528	-809 Reduced 1.14%	69,877 $6.32 Million
Q2 2023 Jul 14, 2023	BUY	$76.59 - $87.23 $501,970 - $571,705	6,554 Added 10.22%	70,686 $5.74 Million
Q1 2023 Apr 13, 2023	BUY	$76.97 - $93.11 $36,714 - $44,413	477 Added 0.75%	64,132 $5.31 Million
Q4 2022 Jan 19, 2023	BUY	$76.09 - $94.08 $142,668 - $176,400	1,875 Added 3.03%	63,655 $0
Q3 2022 Oct 24, 2022	BUY	$67.49 - $84.09 $73,631 - $91,742	1,091 Added 1.8%	61,780 $4.45 Million
Q2 2022 Jul 08, 2022	SELL	$70.66 - $92.28 $1.65 Million - $2.16 Million	-23,378 Reduced 27.81%	60,689 $4.34 Million
Q1 2022 Apr 12, 2022	BUY	$57.22 - $78.75 $4.81 Million - $6.62 Million	84,067 New	84,067 $6.43 Million

Others Institutions Holding XLE

# of Institutions

2,130

Shares Held

235M

Call Options Held

59.3M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Act Wealth Management, LLC Energy Sector Spdr Transaction History