Bennett Associates Wealth Management Energy Sector Spdr Transaction History

Bennett Associates Wealth Management

  • $121 Billion
  • Q4 2024

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 19,242 shares of XLE stock, worth $1.69 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
19,242
Previous 18,562 3.66%
Holding current value
$1.69 Million
Previous $1.63 Billion 1.14%
% of portfolio
1.37%
Previous 1.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,064
Shares Held
234M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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