Bernard Wealth Management Corp. Energy Sector Spdr Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Energy Sector Spdr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 196 shares of XLE stock, worth $18,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
196
Previous 193 1.55%
Holding current value
$18,035
Previous $16.3 Million 7.3%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$84.25 - $91.99 $252 - $275
3 Added 1.55%
196 $17.5 Million
Q2 2025

Jul 24, 2025
BUY
$76.44 - $94.13 $152 - $188
2 Added 1.05%
193 $16.3 Million
Q1 2025

Apr 16, 2025
BUY
$85.7 - $93.96 $85 - $93
1 Added 0.53%
191 $17.8 Million
Q4 2024

Feb 27, 2025
SELL
$83.32 - $97.27 $3,582 - $4,182
-43 Reduced 18.45%
190 $16.2 Million
Q4 2024

Feb 13, 2025
BUY
$83.32 - $97.27 $19,413 - $22,663
233 New
233 $19.4 Million

Others Institutions Holding XLE

# of Institutions
2,120
Shares Held
209M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

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