Bartlett & Co. Wealth Management LLC Energy Sector Spdr Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,403 shares of XLE stock, worth $279,794. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,403
Previous 3,350 1.58%
Holding current value
$279,794
Previous $287 Million 10.82%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$85.7 - $93.96 $4,542 - $4,979
53 Added 1.58%
3,403 $318 Million
Q3 2024

Oct 17, 2024
SELL
$84.35 - $93.39 $895,375 - $991,334
-10,615 Reduced 76.01%
3,350 $294 Million
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $931,463 - $1.04 Million
10,580 Added 312.56%
13,965 $1.27 Billion
Q1 2024

May 09, 2024
SELL
$79.91 - $94.41 $1.7 Million - $2.01 Million
-21,325 Reduced 86.3%
3,385 $320 Million
Q4 2023

Feb 14, 2024
BUY
$81.2 - $91.96 $1.79 Million - $2.03 Million
22,075 Added 837.76%
24,710 $2.08 Billion
Q1 2023

Feb 14, 2024
SELL
$76.97 - $93.11 $17,472 - $21,135
-227 Reduced 7.93%
2,635 $218 Million
Q4 2022

Feb 14, 2024
BUY
$76.09 - $94.08 $1,902 - $2,352
25 Added 0.88%
2,862 $250 Million
Q3 2022

Feb 14, 2024
SELL
$67.49 - $84.09 $3,644 - $4,540
-54 Reduced 1.87%
2,837 $204 Million
Q2 2022

Feb 14, 2024
BUY
$70.66 - $92.28 $18,088 - $23,623
256 Added 9.72%
2,891 $207 Million
Q1 2022

Feb 14, 2024
BUY
$57.22 - $78.75 $148,772 - $204,750
2,600 Added 7428.57%
2,635 $201 Million
Q2 2020

Feb 13, 2024
SELL
$27.62 - $46.86 $10,909 - $18,509
-395 Reduced 91.86%
35 $1.33 Million
Q3 2019

Feb 13, 2024
SELL
$59.2 - $63.13 $25,515 - $27,209
-431 Reduced 50.06%
430 $25.5 Million
Q2 2019

Feb 13, 2024
SELL
N/A
-5,621 Reduced 86.72%
861 $54.9 Million
Q1 2018

Feb 13, 2024
BUY
N/A
6,482 New
6,482 $437 Million

Others Institutions Holding XLE

# of Institutions
2,177
Shares Held
230M
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
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