Apex Wealth Management, LLC Energy Sector Spdr Transaction History

Apex Wealth Management, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Apex Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,391 shares of XLE stock, worth $286,166. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,391
Previous 3,640 6.84%
Holding current value
$286,166
Previous $312 Million 1.65%
% of portfolio
0.29%
Previous 0.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$85.7 - $93.96 $21,339 - $23,396
-249 Reduced 6.84%
3,391 $317 Million
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $303,284 - $354,062
3,640 New
3,640 $312 Million

Others Institutions Holding XLE

# of Institutions
2,111
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
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