A detailed history of Buck Wealth Strategies, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 4,850 shares of XLE stock, worth $446,297. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,850
Previous 4,838 0.25%
Holding current value
$446,297
Previous $410,000 5.61%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Nov 04, 2025

BUY
$84.25 - $91.99 $1,011 - $1,103
12 Added 0.25%
4,850 $433,000
Q2 2025

Aug 04, 2025

BUY
$76.44 - $94.13 $100,595 - $123,875
1,316 Added 37.37%
4,838 $410,000
Q1 2025

Apr 22, 2025

BUY
$85.7 - $93.96 $301,835 - $330,927
3,522 New
3,522 $329,000
Q3 2023

Nov 06, 2023

SELL
$79.09 - $93.36 $59,080 - $69,739
-747 Reduced 85.57%
126 $11,000
Q2 2023

Nov 06, 2023

BUY
$76.59 - $87.23 $66,863 - $76,151
873 New
873 $102 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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