A detailed history of Congress Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Congress Wealth Management LLC holds 492,624 shares of XLE stock, worth $47.9 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
492,624
Previous 688,992 28.5%
Holding current value
$47.9 Million
Previous $62.8 Million 31.13%
% of portfolio
0.6%
Previous 1.03%

Shares

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

Nov 12, 2024

SELL
$84.35 - $93.39 $16.6 Million - $18.3 Million
-196,368 Reduced 28.5%
492,624 $43.3 Million
Q2 2024

Aug 13, 2024

SELL
$88.04 - $98.08 $3.8 Million - $4.24 Million
-43,217 Reduced 5.9%
688,992 $62.8 Million
Q1 2024

Apr 18, 2024

SELL
$79.91 - $94.41 $29.1 Million - $34.4 Million
-364,352 Reduced 33.23%
732,209 $69.1 Million
Q4 2023

Feb 09, 2024

SELL
$81.2 - $91.96 $422,483 - $478,467
-5,203 Reduced 0.47%
1,096,561 $91.9 Million
Q3 2023

Oct 30, 2023

SELL
$79.09 - $93.36 $875,605 - $1.03 Million
-11,071 Reduced 0.99%
1,101,764 $99.6 Million
Q2 2023

Jul 13, 2023

BUY
$76.59 - $87.23 $368,704 - $419,925
4,814 Added 0.43%
1,112,835 $90.3 Million
Q1 2023

Apr 14, 2023

BUY
$76.97 - $93.11 $1.11 Million - $1.34 Million
14,426 Added 1.32%
1,108,021 $91.8 Million
Q4 2022

Feb 02, 2023

SELL
$76.09 - $94.08 $2 Million - $2.47 Million
-26,296 Reduced 2.35%
1,093,595 $95.7 Million
Q3 2022

Nov 08, 2022

BUY
$67.49 - $84.09 $1.86 Million - $2.31 Million
27,496 Added 2.52%
1,119,891 $80.7 Million
Q2 2022

Aug 11, 2022

SELL
$70.66 - $92.28 $8.01 Million - $10.5 Million
-113,326 Reduced 9.4%
1,092,395 $78.1 Million
Q1 2022

May 16, 2022

SELL
$57.22 - $78.75 $13.1 Million - $18 Million
-228,741 Reduced 15.95%
1,205,721 $92.2 Million
Q4 2021

Feb 04, 2022

BUY
$53.01 - $59.14 $76 Million - $84.8 Million
1,434,462 New
1,434,462 $79.6 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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