Capital Advisors Wealth Management, LLC Energy Sector Spdr Transaction History

Capital Advisors Wealth Management, LLC

  • $538 Million
  • Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 55,653 shares of XLE stock, worth $5.41 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
55,653
Previous 70,003 20.5%
Holding current value
$5.41 Million
Previous $6.38 Million 23.42%
% of portfolio
0.91%
Previous 1.27%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$84.35 - $93.39 $1.21 Million - $1.34 Million
-14,350 Reduced 20.5%
55,653 $4.89 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $220,011 - $245,101
2,499 Added 3.7%
70,003 $6.38 Million
Q1 2024

Apr 12, 2024
BUY
$79.91 - $94.41 $406,741 - $480,546
5,090 Added 8.16%
67,504 $6.37 Million
Q4 2023

Jan 08, 2024
BUY
$81.2 - $91.96 $76,815 - $86,994
946 Added 1.54%
62,414 $5.23 Million
Q3 2023

Oct 10, 2023
BUY
$79.09 - $93.36 $186,652 - $220,329
2,360 Added 3.99%
61,468 $5.56 Million
Q2 2023

Jul 11, 2023
BUY
$76.59 - $87.23 $150,958 - $171,930
1,971 Added 3.45%
59,108 $4.8 Million
Q1 2023

Apr 14, 2023
BUY
$76.97 - $93.11 $1.6 Million - $1.94 Million
20,800 Added 57.24%
57,137 $4.73 Million
Q4 2022

Feb 09, 2023
SELL
$76.09 - $94.08 $18,185 - $22,485
-239 Reduced 0.65%
36,337 $3.18 Million
Q3 2022

Nov 14, 2022
SELL
$67.49 - $84.09 $2.56 Million - $3.19 Million
-37,878 Reduced 50.87%
36,576 $2.63 Million
Q2 2022

Aug 04, 2022
SELL
$70.66 - $92.28 $368,986 - $481,886
-5,222 Reduced 6.55%
74,454 $5.32 Million
Q1 2022

May 09, 2022
BUY
$57.22 - $78.75 $249,364 - $343,192
4,358 Added 5.79%
79,676 $6.09 Million
Q4 2021

Feb 04, 2022
BUY
$53.01 - $59.14 $162,210 - $180,968
3,060 Added 4.23%
75,318 $4.18 Million
Q3 2021

Nov 12, 2021
BUY
$45.79 - $54.81 $127,891 - $153,084
2,793 Added 4.02%
72,258 $3.76 Million
Q2 2021

Aug 13, 2021
BUY
$47.07 - $56.19 $860,392 - $1.03 Million
18,279 Added 35.71%
69,465 $3.74 Million
Q1 2021

Apr 20, 2021
BUY
$37.96 - $53.57 $1.94 Million - $2.74 Million
51,186 New
51,186 $2.51 Million

Others Institutions Holding XLE

# of Institutions
2,025
Shares Held
235M
Call Options Held
45.7M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

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