Axxcess Wealth Management, LLC Energy Sector Spdr Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

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 108,310 shares of XLE stock, worth $9.44 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
108,310
Previous 51,070 112.08%
Holding current value
$9.44 Million
Previous $4.82 Million 104.77%
% of portfolio
0.27%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,065
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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