Badgley Phelps Wealth Managers, LLC Energy Sector Spdr Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 8,826 shares of XLE stock, worth $802,548. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,826
Previous 3,945 123.73%
Holding current value
$802,548
Previous $346,000 118.5%
% of portfolio
0.02%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
$83.32 - $97.27 $406,684 - $474,774
4,881 Added 123.73%
8,826 $756,000
Q3 2024

Oct 17, 2024
BUY
$84.35 - $93.39 $83,084 - $91,989
985 Added 33.28%
3,945 $346,000
Q2 2024

Aug 13, 2024
SELL
$88.04 - $98.08 $3,521 - $3,923
-40 Reduced 1.33%
2,960 $269,000
Q1 2024

May 15, 2024
SELL
$79.91 - $94.41 $5,433 - $6,419
-68 Reduced 2.22%
3,000 $283,000
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $249,121 - $282,133
3,068 New
3,068 $257,000
Q1 2023

Apr 28, 2023
SELL
$76.97 - $93.11 $15,394 - $18,622
-200 Reduced 6.25%
3,000 $248,000
Q4 2022

Jan 27, 2023
SELL
$76.09 - $94.08 $22,827 - $28,224
-300 Reduced 8.57%
3,200 $0
Q3 2022

Nov 09, 2022
BUY
$67.49 - $84.09 $26,995 - $33,636
400 Added 12.9%
3,500 $252,000
Q2 2022

Aug 01, 2022
SELL
$70.66 - $92.28 $186,189 - $243,157
-2,635 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$57.22 - $78.75 $177,382 - $244,125
3,100 New
3,100 $237,000

Others Institutions Holding XLE

# of Institutions
2,171
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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