Brown Miller Wealth Management, LLC Energy Sector Spdr Transaction History

Brown Miller Wealth Management, LLC

  • $254 Million
  • Q4 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 9,283 shares of XLE stock, worth $811,612. This represents 0.31% of its overall portfolio holdings.

Number of Shares
9,283
Previous 7,898 17.54%
Holding current value
$811,612
Previous $693,000 14.72%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Feb 10, 2025
BUY
$83.32 - $97.27 $115,398 - $134,718
1,385 Added 17.54%
9,283 $795,000
Q3 2024

Feb 11, 2025
SELL
$84.35 - $93.39 $116,824 - $129,345
-1,385 Reduced 14.92%
7,898 $693,000
Q3 2024

Oct 10, 2024
BUY
$84.35 - $93.39 $5,567 - $6,163
66 Added 0.84%
7,898 $693,000
Q2 2024

Feb 11, 2025
SELL
$88.04 - $98.08 $127,746 - $142,314
-1,451 Reduced 15.63%
7,832 $713,000
Q2 2024

Jul 12, 2024
BUY
$88.04 - $98.08 $39,794 - $44,332
452 Added 6.12%
7,832 $713,000
Q1 2024

Feb 11, 2025
SELL
$79.91 - $94.41 $152,068 - $179,662
-1,903 Reduced 20.5%
7,380 $696,000
Q1 2024

Apr 17, 2024
BUY
$79.91 - $94.41 $39,875 - $47,110
499 Added 7.25%
7,380 $696,000
Q4 2023

Feb 11, 2025
BUY
$81.2 - $91.96 $30,044 - $34,025
370 Added 5.68%
6,881 $576,000
Q4 2023

Jan 18, 2024
BUY
$81.2 - $91.96 $30,044 - $34,025
370 Added 5.68%
6,881 $577,000
Q3 2023

Feb 11, 2025
BUY
$79.09 - $93.36 $66,435 - $78,422
840 Added 14.81%
6,511 $588,000
Q3 2023

Oct 17, 2023
BUY
$79.09 - $93.36 $66,435 - $78,422
840 Added 14.81%
6,511 $588,000
Q2 2023

Feb 11, 2025
SELL
$76.59 - $87.23 $397,195 - $452,374
-5,186 Reduced 47.77%
5,671 $460,000
Q2 2023

Jul 18, 2023
SELL
$76.59 - $87.23 $397,195 - $452,374
-5,186 Reduced 47.77%
5,671 $460,000
Q1 2023

Feb 11, 2025
BUY
$76.97 - $93.11 $121,150 - $146,555
1,574 Added 16.96%
10,857 $899,000
Q1 2023

Apr 10, 2023
BUY
$76.97 - $93.11 $12,315 - $14,897
160 Added 1.5%
10,857 $899,000
Q4 2022

Feb 11, 2025
BUY
$76.09 - $94.08 $107,591 - $133,029
1,414 Added 15.23%
10,697 $935,000
Q4 2022

Jan 12, 2023
BUY
$76.09 - $94.08 $98,080 - $121,269
1,289 Added 13.7%
10,697 $935,000
Q3 2022

Oct 11, 2022
BUY
$67.49 - $84.09 $259,161 - $322,905
3,840 Added 68.97%
9,408 $677,000
Q1 2022

Apr 14, 2022
BUY
$57.22 - $78.75 $318,600 - $438,480
5,568 New
5,568 $426,000

Others Institutions Holding XLE

# of Institutions
2,174
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

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