A detailed history of Black Point Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Black Point Wealth Management holds 4,519 shares of XLE stock, worth $405,354. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,519
Previous 4,511 0.18%
Holding current value
$405,354
Previous $396 Million 2.26%
% of portfolio
0.45%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$83.32 - $97.27 $666 - $778
8 Added 0.18%
4,519 $387 Million
Q3 2024

Oct 18, 2024

BUY
$84.35 - $93.39 $674 - $747
8 Added 0.18%
4,511 $396 Million
Q2 2024

Aug 09, 2024

BUY
$88.04 - $98.08 $396,444 - $441,654
4,503 New
4,503 $410 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Black Point Wealth Management Portfolio

Follow Black Point 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 Black Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Black Point Wealth Management with notifications on news.