Archetype Wealth Partners Energy Sector Spdr Transaction History

Archetype Wealth Partners

  • $785 Million
  • Q3 2025

A detailed history of Archetype Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Archetype Wealth Partners holds 4,293 shares of XLE stock, worth $395,041. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,293
Previous 4,102 4.66%
Holding current value
$395,041
Previous $348,000 10.34%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$84.25 - $91.99 $16,091 - $17,570
191 Added 4.66%
4,293 $384,000
Q2 2025

Aug 14, 2025
BUY
$76.44 - $94.13 $7,108 - $8,754
93 Added 2.32%
4,102 $348,000
Q1 2025

May 14, 2025
BUY
$85.7 - $93.96 $103,354 - $113,315
1,206 Added 43.03%
4,009 $375,000
Q4 2024

Feb 14, 2025
BUY
$83.32 - $97.27 $17,913 - $20,913
215 Added 8.31%
2,803 $240,000
Q3 2024

Nov 14, 2024
SELL
$84.35 - $93.39 $126,103 - $139,618
-1,495 Reduced 36.62%
2,588 $227,000
Q2 2024

Aug 15, 2024
BUY
$88.04 - $98.08 $65,149 - $72,579
740 Added 22.14%
4,083 $372,000
Q1 2024

May 14, 2024
BUY
$79.91 - $94.41 $267,139 - $315,612
3,343 New
3,343 $316,000
Q1 2023

May 10, 2023
SELL
$76.97 - $93.11 $125,538 - $151,862
-1,631 Reduced 37.35%
2,736 $227,000
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $2,227 - $2,774
-33 Reduced 0.75%
4,367 $315,000
Q2 2022

Aug 15, 2022
SELL
$70.66 - $92.28 $96,592 - $126,146
-1,367 Reduced 23.7%
4,400 $315,000
Q1 2022

May 12, 2022
BUY
$57.22 - $78.75 $39,710 - $54,652
694 Added 13.68%
5,767 $441,000
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $232,292 - $278,051
5,073 New
5,073 $264,000
Q3 2019

Nov 15, 2019
SELL
$59.2 - $63.13 $270,544 - $288,504
-4,570 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-245 Reduced 5.09%
4,570 $291,000
Q1 2019

May 16, 2019
SELL
N/A
-63 Reduced 1.29%
4,815 $318,000
Q4 2018

Feb 28, 2019
BUY
N/A
4,878 New
4,878 $280,000

Others Institutions Holding XLE

# of Institutions
2,121
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners 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 Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email