Blue Zone Wealth Advisors, LLC Energy Sector Spdr Transaction History

Blue Zone Wealth Advisors, LLC

$327 Million
Q1 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 4,368 shares of XLE stock, worth $388,664. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,368

Previous 4,349 0.44%

Holding current value

$388,664

Previous $372,000 8.33%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$85.7 - $93.96 $1,628 - $1,785	19 Added 0.44%	4,368 $403,000
Q4 2024 Jan 30, 2025	BUY	$83.32 - $97.27 $3,416 - $3,988	41 Added 0.95%	4,349 $372,000
Q3 2024 Oct 07, 2024	BUY	$84.35 - $93.39 $21,931 - $24,281	260 Added 6.42%	4,308 $378,000
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $356,385 - $397,027	4,048 New	4,048 $368,000
Q1 2023 Apr 20, 2023	SELL	$76.97 - $93.11 $3,001 - $3,631	-39 Reduced 1.16%	3,322 $275,000
Q4 2022 Jan 27, 2023	BUY	$76.09 - $94.08 $5,098 - $6,303	67 Added 2.03%	3,361 $0
Q3 2022 Oct 14, 2022	SELL	$67.49 - $84.09 $43,868 - $54,658	-650 Reduced 16.48%	3,294 $237,000
Q2 2022 Jul 13, 2022	BUY	$70.66 - $92.28 $12,436 - $16,241	176 Added 4.67%	3,944 $282,000
Q1 2022 Apr 08, 2022	BUY	$57.22 - $78.75 $215,604 - $296,730	3,768 New	3,768 $288,000

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

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

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Blue Zone Wealth Advisors, LLC Energy Sector Spdr Transaction History