Concord Wealth Partners Energy Sector Spdr Transaction History

Concord Wealth Partners

$599 Million
Q1 2025

A detailed history of Concord Wealth Partners transactions in Energy Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 448 shares of XLE stock, worth $36,834. This represents 0.01% of its overall portfolio holdings.

Number of Shares

448

Previous 466 3.86%

Holding current value

$36,834

Previous $39,000 5.13%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$85.7 - $93.96 $1,542 - $1,691	-18 Reduced 3.86%	448 $41,000
Q4 2024 Jan 23, 2025	BUY	$83.32 - $97.27 $34,577 - $40,367	415 Added 813.73%	466 $39,000
Q3 2024 Oct 24, 2024	SELL	$84.35 - $93.39 $421 - $466	-5 Reduced 8.93%	51 $4,000
Q1 2024 Apr 30, 2024	SELL	$79.91 - $94.41 $1,598 - $1,888	-20 Reduced 26.32%	56 $5,000
Q4 2023 Apr 30, 2024	SELL	$81.2 - $91.96 $2,679 - $3,034	-33 Reduced 30.28%	76 $6,000
Q4 2023 Feb 05, 2024	SELL	$81.2 - $91.96 $2,679 - $3,034	-33 Reduced 30.28%	76 $6,000
Q3 2023 Apr 30, 2024	BUY	$79.09 - $93.36 $2,609 - $3,080	33 Added 43.42%	109 $9,000
Q3 2023 Oct 25, 2023	SELL	$79.09 - $93.36 $2,214 - $2,614	-28 Reduced 20.44%	109 $9,000
Q2 2023 Aug 07, 2023	SELL	$76.59 - $87.23 $612 - $697	-8 Reduced 5.52%	137 $11,000
Q1 2023 Apr 26, 2023	SELL	$76.97 - $93.11 $28,632 - $34,636	-372 Reduced 71.95%	145 $12,000
Q4 2022 Jan 27, 2023	BUY	$76.09 - $94.08 $39,338 - $48,639	517 New	517 $45,000
Q1 2022 Apr 20, 2022	SELL	$57.22 - $78.75 $11,901 - $16,380	-208 Reduced 42.89%	277 $21,000
Q4 2021 Jan 21, 2022	BUY	$53.01 - $59.14 $20,832 - $23,242	393 Added 427.17%	485 $27,000
Q3 2021 Nov 09, 2021	SELL	$45.79 - $54.81 $3,388 - $4,055	-74 Reduced 44.58%	92 $5,000
Q2 2021 Jul 29, 2021	SELL	$47.07 - $56.19 $6,448 - $7,698	-137 Reduced 45.21%	166 $9,000
Q1 2021 May 13, 2021	SELL	$37.96 - $53.57 $9,300 - $13,124	-245 Reduced 44.71%	303 $15,000
Q4 2020 Feb 16, 2021	BUY	$27.71 - $41.6 $15,185 - $22,796	548 New	548 $21,000

Others Institutions Holding XLE

# of Institutions

2,174

Shares Held

229M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Concord Wealth Partners Energy Sector Spdr Transaction History