Adamsbrown Wealth Consultants LLC Energy Sector Spdr Transaction History

Adamsbrown Wealth Consultants LLC

  • $329 Million
  • Q2 2025

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 2,482 shares of XLE stock, worth $210,796. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,482
Previous 2,477 0.2%
Holding current value
$210,796
Previous $228,000 7.89%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$76.44 - $94.13 $382 - $470
5 Added 0.2%
2,482 $210,000
Q1 2025

Apr 11, 2025
SELL
$85.7 - $93.96 $2,056 - $2,255
-24 Reduced 0.96%
2,477 $228,000
Q4 2024

Jan 24, 2025
BUY
$83.32 - $97.27 $6,582 - $7,684
79 Added 3.26%
2,501 $214,000
Q3 2024

Oct 11, 2024
SELL
$84.35 - $93.39 $62,587 - $69,295
-742 Reduced 23.45%
2,422 $212,000
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $8,804 - $9,808
100 Added 3.26%
3,164 $288,000
Q1 2024

Apr 30, 2024
BUY
$79.91 - $94.41 $15,902 - $18,787
199 Added 6.95%
3,064 $289,000
Q4 2023

Jan 29, 2024
BUY
$81.2 - $91.96 $893 - $1,011
11 Added 0.39%
2,865 $240,000
Q1 2023

May 10, 2023
BUY
$76.97 - $93.11 $5,464 - $6,610
71 Added 2.55%
2,854 $236,000
Q4 2022

Jan 27, 2023
SELL
$76.09 - $94.08 $38,273 - $47,322
-503 Reduced 15.31%
2,783 $0
Q3 2022

Oct 26, 2022
SELL
$67.49 - $84.09 $2,092 - $2,606
-31 Reduced 0.93%
3,286 $237,000
Q2 2022

Jul 27, 2022
SELL
$70.66 - $92.28 $141,320 - $184,560
-2,000 Reduced 37.62%
3,317 $237,000
Q4 2021

Feb 17, 2022
BUY
$53.01 - $59.14 $281,854 - $314,447
5,317 New
5,317 $295,000

Others Institutions Holding XLE

# of Institutions
2,105
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

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

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC 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 Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email