Bennett Associates Wealth Management Energy Sector Spdr Transaction History

Bennett Associates Wealth Management

  • $130 Billion
  • Q2 2025

A detailed history of Bennett Associates Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Bennett Associates Wealth Management holds 17,644 shares of XLE stock, worth $1.5 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
17,644
Previous 19,473 9.39%
Holding current value
$1.5 Million
Previous $1.82 Billion 17.77%
% of portfolio
1.15%
Previous 1.5%

Shares

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

Jul 22, 2025
SELL
$76.44 - $94.13 $139,808 - $172,163
-1,829 Reduced 9.39%
17,644 $1.5 Billion
Q1 2025

Apr 09, 2025
BUY
$85.7 - $93.96 $19,796 - $21,704
231 Added 1.2%
19,473 $1.82 Billion
Q4 2024

Jan 14, 2025
BUY
$83.32 - $97.27 $56,657 - $66,143
680 Added 3.66%
19,242 $1.65 Billion
Q3 2024

Nov 07, 2024
BUY
$84.35 - $93.39 $1.57 Million - $1.73 Million
18,562 New
18,562 $1.63 Billion

Others Institutions Holding XLE

# of Institutions
2,118
Shares Held
458M
Call Options Held
59.2M
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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