Activest Wealth Management Energy Sector Spdr Transaction History

Activest Wealth Management

  • $332 Million
  • Q4 2024

A detailed history of Activest Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Activest Wealth Management holds 26,418 shares of XLE stock, worth $2.46 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
26,418
Previous 26,698 1.05%
Holding current value
$2.46 Million
Previous $2.34 Million 3.5%
% of portfolio
0.68%
Previous 0.83%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$83.32 - $97.27 $23,329 - $27,235
-280 Reduced 1.05%
26,418 $2.26 Million
Q3 2024

Nov 12, 2024
SELL
$84.35 - $93.39 $70,854 - $78,447
-840 Reduced 3.05%
26,698 $2.34 Million
Q2 2024

Jul 30, 2024
BUY
$88.04 - $98.08 $2.15 Million - $2.4 Million
24,439 Added 788.61%
27,538 $2.51 Million
Q1 2024

Apr 24, 2024
BUY
$79.91 - $94.41 $41,713 - $49,282
522 Added 20.26%
3,099 $292,000
Q4 2023

Jan 19, 2024
BUY
$81.2 - $91.96 $68,614 - $77,706
845 Added 48.79%
2,577 $216,000
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $136,983 - $161,699
1,732 New
1,732 $156,000
Q1 2023

Apr 18, 2023
SELL
$76.97 - $93.11 $719,823 - $870,764
-9,352 Reduced 90.87%
940 $77,000
Q4 2022

Jan 18, 2023
BUY
$76.09 - $94.08 $117,863 - $145,729
1,549 Added 17.72%
10,292 $0
Q3 2022

Oct 13, 2022
BUY
$67.49 - $84.09 $507,187 - $631,936
7,515 Added 611.97%
8,743 $583,000
Q2 2022

Jul 15, 2022
SELL
$70.66 - $92.28 $25,578 - $33,405
-362 Reduced 22.77%
1,228 $88,000
Q1 2022

Apr 26, 2022
SELL
$57.22 - $78.75 $102,423 - $140,962
-1,790 Reduced 52.96%
1,590 $122,000
Q4 2021

Jan 13, 2022
BUY
$53.01 - $59.14 $114,183 - $127,387
2,154 Added 175.69%
3,380 $188,000
Q2 2021

Sep 20, 2021
BUY
$47.07 - $56.19 $19,063 - $22,756
405 Added 49.33%
1,226 $66,000
Q1 2021

Sep 20, 2021
BUY
$37.96 - $53.57 $31,165 - $43,980
821 New
821 $40,000

Others Institutions Holding XLE

# of Institutions
2,179
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Activest Wealth Management Portfolio

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

News

Stay updated on Activest Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email