Baltimore Washington Financial Advisors, Inc. Energy Sector Spdr Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q1 2025

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 3,725 shares of XLE stock, worth $303,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,725

Previous 4,107 9.3%

Holding current value

$303,699

Previous $351,000 0.85%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$85.7 - $93.96 $32,737 - $35,892	-382 Reduced 9.3%	3,725 $348,000
Q4 2024 Jan 24, 2025	BUY	$83.32 - $97.27 $9,581 - $11,186	115 Added 2.88%	4,107 $351,000
Q3 2024 Nov 12, 2024	SELL	$84.35 - $93.39 $42,849 - $47,442	-508 Reduced 11.29%	3,992 $350,000
Q2 2024 Jul 30, 2024	BUY	$88.04 - $98.08 $396,180 - $441,360	4,500 New	4,500 $410,000
Q2 2022 Aug 05, 2022	SELL	$70.66 - $92.28 $12,860 - $16,794	-182 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$57.22 - $78.75 $10,414 - $14,332	182 New	182 $256,000

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
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Baltimore Washington Financial Advisors, Inc. Energy Sector Spdr Transaction History