Axxcess Wealth Management, LLC Energy Sector Spdr Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 15,919 shares of XLE stock, worth $1.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

15,919

Previous 20,207 21.22%

Holding current value

$1.3 Million

Previous $1.73 Million 14.05%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$85.7 - $93.96 $367,481 - $402,900	-4,288 Reduced 21.22%	15,919 $1.49 Million
Q4 2024 Feb 10, 2025	SELL	$83.32 - $97.27 $2.21 Million - $2.58 Million	-26,482 Reduced 56.72%	20,207 $1.73 Million
Q3 2024 Nov 04, 2024	SELL	$84.35 - $93.39 $5.2 Million - $5.75 Million	-61,621 Reduced 56.89%	46,689 $4.1 Million
Q2 2024 Aug 09, 2024	BUY	$88.04 - $98.08 $5.04 Million - $5.61 Million	57,240 Added 112.08%	108,310 $9.87 Million
Q1 2024 May 14, 2024	BUY	$79.91 - $94.41 $781,759 - $923,613	9,783 Added 23.7%	51,070 $4.82 Million
Q4 2023 Feb 06, 2024	SELL	$81.2 - $91.96 $2.57 Million - $2.91 Million	-31,623 Reduced 43.37%	41,287 $3.46 Million
Q3 2023 Nov 14, 2023	BUY	$79.09 - $93.36 $2.47 Million - $2.92 Million	31,267 Added 75.08%	72,910 $6.59 Million
Q2 2023 Aug 08, 2023	SELL	$76.59 - $87.23 $1.05 Million - $1.2 Million	-13,741 Reduced 24.81%	41,643 $3.38 Million
Q1 2023 May 03, 2023	BUY	$76.97 - $93.11 $2.95 Million - $3.57 Million	38,342 Added 224.99%	55,384 $4.59 Million
Q4 2022 Feb 14, 2023	SELL	$76.09 - $94.08 $302,077 - $373,497	-3,970 Reduced 18.89%	17,042 $1.49 Million
Q3 2022 Nov 14, 2022	SELL	$67.49 - $84.09 $1.54 Million - $1.92 Million	-22,774 Reduced 52.01%	21,012 $1.51 Million
Q2 2022 Aug 11, 2022	BUY	$70.66 - $92.28 $538,853 - $703,727	7,626 Added 21.09%	43,786 $3.13 Million
Q1 2022 Aug 11, 2022	SELL	$57.22 - $78.75 $296,800 - $408,476	-5,187 Reduced 12.55%	36,160 $2.76 Million
Q4 2021 Aug 11, 2022	BUY	$53.01 - $59.14 $2.19 Million - $2.45 Million	41,347 New	41,347 $2.3 Million

Others Institutions Holding XLE

# of Institutions

2,176

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Energy Sector Spdr Transaction History