Atticus Wealth Management, LLC Energy Sector Spdr Transaction History

Atticus Wealth Management, LLC

$343 Million
Q2 2025

A detailed history of Atticus Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 524 shares of XLE stock, worth $46,892. This represents 0.01% of its overall portfolio holdings.

Number of Shares

524

Previous 456 14.91%

Holding current value

$46,892

Previous $42,000 4.76%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$76.44 - $94.13 $5,197 - $6,400	68 Added 14.91%	524 $44,000
Q1 2025 Apr 22, 2025	SELL	$85.7 - $93.96 $21,167 - $23,208	-247 Reduced 35.14%	456 $42,000
Q4 2024 Jan 22, 2025	SELL	$83.32 - $97.27 $40,410 - $47,175	-485 Reduced 40.82%	703 $60,000
Q3 2024 Oct 15, 2024	BUY	$84.35 - $93.39 $9,784 - $10,833	116 Added 10.82%	1,188 $104,000
Q2 2024 Jul 17, 2024	SELL	$88.04 - $98.08 $133,116 - $148,296	-1,512 Reduced 58.51%	1,072 $97,000
Q1 2024 Apr 17, 2024	BUY	$79.91 - $94.41 $111,234 - $131,418	1,392 Added 116.78%	2,584 $243,000
Q4 2023 Jan 17, 2024	SELL	$81.2 - $91.96 $180,264 - $204,151	-2,220 Reduced 65.06%	1,192 $99,000
Q3 2023 Nov 15, 2023	BUY	$79.09 - $93.36 $146,949 - $173,462	1,858 Added 119.56%	3,412 $308,000
Q2 2023 Jul 20, 2023	SELL	$76.59 - $87.23 $37,375 - $42,568	-488 Reduced 23.9%	1,554 $126,000
Q1 2023 Apr 17, 2023	SELL	$76.97 - $93.11 $708,047 - $856,518	-9,199 Reduced 81.83%	2,042 $169,000
Q4 2022 Jan 31, 2023	BUY	$76.09 - $94.08 $231,922 - $286,755	3,048 Added 37.2%	11,241 $983,000
Q2 2022 Jul 13, 2022	SELL	$70.66 - $92.28 $6,006 - $7,843	-85 Reduced 1.03%	8,193 $586,000
Q1 2022 Apr 15, 2022	BUY	$57.22 - $78.75 $93,611 - $128,835	1,636 Added 24.63%	8,278 $633,000
Q4 2021 Jan 26, 2022	SELL	$53.01 - $59.14 $12,563 - $14,016	-237 Reduced 3.45%	6,642 $368,000
Q3 2021 Oct 18, 2021	BUY	$45.79 - $54.81 $240,580 - $287,971	5,254 Added 323.32%	6,879 $359,000
Q2 2021 Jul 21, 2021	BUY	$47.07 - $56.19 $45,563 - $54,391	968 Added 147.34%	1,625 $88,000
Q1 2021 Apr 15, 2021	BUY	$37.96 - $53.57 $9,490 - $13,392	250 Added 61.43%	657 $32,000
Q4 2020 Jan 20, 2021	SELL	$27.71 - $41.6 $24,440 - $36,691	-882 Reduced 68.43%	407 $15,000
Q3 2020 Oct 21, 2020	SELL	$29.95 - $38.58 $8,865 - $11,419	-296 Reduced 18.68%	1,289 $39,000
Q2 2020 Jul 15, 2020	SELL	$27.62 - $46.86 $23,532 - $39,924	-852 Reduced 34.96%	1,585 $60,000
Q1 2020 Apr 23, 2020	SELL	$23.57 - $60.87 $89,966 - $232,340	-3,817 Reduced 61.03%	2,437 $71,000
Q4 2019 Feb 03, 2020	BUY	$55.9 - $61.99 $349,598 - $387,685	6,254 New	6,254 $375,000

Others Institutions Holding XLE

# of Institutions

2,114

Shares Held

458M

Call Options Held

59.2M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Atticus Wealth Management, LLC Energy Sector Spdr Transaction History