Bar Harbor Wealth Management Energy Sector Spdr Transaction History

Bar Harbor Wealth Management

  • $1.52 Billion
  • Q2 2025

A detailed history of Bar Harbor Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Bar Harbor Wealth Management holds 87,393 shares of XLE stock, worth $7.61 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
87,393
Previous 87,182 0.24%
Holding current value
$7.61 Million
Previous $8.06 Million 8.03%
% of portfolio
0.49%
Previous 0.54%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
$76.44 - $94.13 $16,128 - $19,861
211 Added 0.24%
87,393 $7.41 Million
Q1 2025

Apr 16, 2025
SELL
$85.7 - $93.96 $13,883 - $15,221
-162 Reduced 0.19%
87,182 $8.06 Million
Q4 2024

Jan 13, 2025
BUY
$83.32 - $97.27 $80,987 - $94,546
972 Added 1.13%
87,344 $7.48 Million
Q3 2024

Oct 16, 2024
BUY
$84.35 - $93.39 $20,328 - $22,506
241 Added 0.28%
86,372 $7.58 Million
Q2 2024

Jul 17, 2024
BUY
$88.04 - $98.08 $6,779 - $7,552
77 Added 0.09%
86,131 $7.85 Million
Q1 2024

Apr 23, 2024
BUY
$79.91 - $94.41 $77,832 - $91,955
974 Added 1.14%
86,054 $8.12 Million
Q4 2023

Jan 17, 2024
BUY
$81.2 - $91.96 $6,090 - $6,896
75 Added 0.09%
85,080 $7.13 Million
Q3 2023

Nov 28, 2023
BUY
$79.09 - $93.36 $790 - $933
10 Added 0.01%
85,005 $7.68 Million
Q2 2023

Aug 09, 2023
SELL
$76.59 - $87.23 $2,680 - $3,053
-35 Reduced 0.04%
84,995 $6.9 Million
Q1 2023

Apr 24, 2023
SELL
$76.97 - $93.11 $105,064 - $127,095
-1,365 Reduced 1.58%
85,030 $7.04 Million
Q4 2022

Jun 09, 2023
BUY
$76.09 - $94.08 $103,862 - $128,419
1,365 Added 1.61%
86,395 $7.56 Million
Q4 2022

Jan 19, 2023
SELL
$76.09 - $94.08 $131,331 - $162,382
-1,726 Reduced 1.96%
86,395 $7.56 Million
Q3 2022

Oct 24, 2022
SELL
$67.49 - $84.09 $54,666 - $68,112
-810 Reduced 0.91%
88,121 $6.35 Million
Q2 2022

Aug 12, 2022
SELL
$70.66 - $92.28 $119,627 - $156,230
-1,693 Reduced 1.87%
88,931 $6.36 Million
Q1 2022

Apr 14, 2022
SELL
$57.22 - $78.75 $372,273 - $512,347
-6,506 Reduced 6.7%
90,624 $6.93 Million
Q4 2021

Jan 28, 2022
BUY
$53.01 - $59.14 $108,829 - $121,414
2,053 Added 2.16%
97,130 $5.39 Million
Q3 2021

Nov 15, 2021
SELL
$45.79 - $54.81 $86,863 - $103,974
-1,897 Reduced 1.96%
95,077 $4.95 Million
Q2 2021

Aug 11, 2021
SELL
$47.07 - $56.19 $308,779 - $368,606
-6,560 Reduced 6.34%
96,974 $5.22 Million
Q1 2021

May 06, 2021
BUY
$37.96 - $53.57 $51,967 - $73,337
1,369 Added 1.34%
103,534 $5.08 Million
Q4 2020

Feb 09, 2021
BUY
$27.71 - $41.6 $131,373 - $197,225
4,741 Added 4.87%
102,165 $3.87 Million
Q3 2020

Nov 02, 2020
BUY
$29.95 - $38.58 $9,973 - $12,847
333 Added 0.34%
97,424 $2.92 Million
Q2 2020

Aug 04, 2020
SELL
$27.62 - $46.86 $113,573 - $192,688
-4,112 Reduced 4.06%
97,091 $3.67 Million
Q1 2020

May 14, 2020
SELL
$23.57 - $60.87 $138,898 - $358,706
-5,893 Reduced 5.5%
101,203 $2.94 Million
Q4 2019

Feb 11, 2020
BUY
$55.9 - $61.99 $5,422 - $6,013
97 Added 0.09%
107,096 $6.43 Million
Q3 2019

Nov 07, 2019
SELL
$59.2 - $63.13 $88,859 - $94,758
-1,501 Reduced 1.38%
106,999 $6.33 Million
Q2 2019

Aug 01, 2019
BUY
N/A
770 Added 0.71%
108,500 $6.91 Million
Q1 2019

May 10, 2019
SELL
N/A
-6,296 Reduced 5.52%
107,730 $7.12 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-8,497 Reduced 6.94%
114,026 $6.54 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-894 Reduced 0.72%
122,523 $9.28 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-1,106 Reduced 0.89%
123,417 $9.37 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-2,334 Reduced 1.84%
124,523 $8.39 Million
Q4 2017

Jan 17, 2018
SELL
N/A
-5,355 Reduced 4.05%
126,857 $9.17 Million
Q3 2017

Oct 11, 2017
BUY
N/A
132,212
132,212 $9.05 Million

Others Institutions Holding XLE

# of Institutions
2,131
Shares Held
451M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bar Harbor Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bar Harbor Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email