Alteri Wealth LLC Energy Sector Spdr Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Alteri Wealth LLC holds 4,622 shares of XLE stock, worth $421,988. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,622

Holding current value

$421,988

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$83.32 - $97.27 $385,105 - $449,581	4,622 New	4,622 $396 Million

Others Institutions Holding XLE

# of Institutions

2,166

Shares Held

231M

Call Options Held

57.9M

Put Options Held

97.6M

Bank Of America Corp Charlotte, NC

33.2M
Shares

$3.03 Billion
0.24% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$1.63 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

14.3M
Shares

$1.3 Billion
0.28% of portfolio
Ubs Group Ag

9.46M
Shares

$864 Million
0.15% of portfolio
Goldman Sachs Group Inc New York, NY

8.88M
Shares

$811 Million
0.12% of portfolio

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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