Cornerstone Wealth Management, LLC Energy Sector Spdr Transaction History

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 21,507 shares of XLE stock, worth $1.98 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
21,507
Previous 21,654 0.68%
Holding current value
$1.98 Million
Previous $1.84 Million 4.63%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 03, 2025
SELL
$84.25 - $91.99 $12,384 - $13,522
-147 Reduced 0.68%
21,507 $1.92 Million
Q2 2025

Aug 12, 2025
BUY
$76.44 - $94.13 $54,731 - $67,397
716 Added 3.42%
21,654 $1.84 Million
Q1 2025

Apr 18, 2025
BUY
$85.7 - $93.96 $36,251 - $39,745
423 Added 2.06%
20,938 $1.94 Million
Q4 2024

Jan 17, 2025
BUY
$83.32 - $97.27 $111,898 - $130,633
1,343 Added 7.01%
20,515 $1.76 Million
Q3 2024

Oct 16, 2024
SELL
$84.35 - $93.39 $563,795 - $624,218
-6,684 Reduced 25.85%
19,172 $1.68 Million
Q2 2024

Jul 16, 2024
BUY
$88.04 - $98.08 $146,850 - $163,597
1,668 Added 6.9%
25,856 $2.36 Million
Q1 2024

Apr 19, 2024
BUY
$79.91 - $94.41 $99,807 - $117,918
1,249 Added 5.44%
24,188 $2.28 Million
Q4 2023

Jan 10, 2024
SELL
$81.2 - $91.96 $16,564 - $18,759
-204 Reduced 0.88%
22,939 $1.92 Million
Q3 2023

Nov 06, 2023
BUY
$79.09 - $93.36 $96,489 - $113,899
1,220 Added 5.56%
23,143 $2.09 Million
Q2 2023

Jul 14, 2023
SELL
$76.59 - $87.23 $205,108 - $233,601
-2,678 Reduced 10.89%
21,923 $1.78 Million
Q1 2023

May 15, 2023
BUY
$76.97 - $93.11 $178,108 - $215,456
2,314 Added 10.38%
24,601 $2.04 Million
Q3 2022

Oct 14, 2022
SELL
$67.49 - $84.09 $63,440 - $79,044
-940 Reduced 4.05%
22,287 $1.61 Million
Q2 2022

Aug 04, 2022
BUY
$70.66 - $92.28 $649,224 - $847,868
9,188 Added 65.45%
23,227 $1.66 Million
Q1 2022

Apr 21, 2022
BUY
$57.22 - $78.75 $313,851 - $431,943
5,485 Added 64.12%
14,039 $1.07 Million
Q4 2021

Feb 14, 2022
BUY
$53.01 - $59.14 $73,153 - $81,613
1,380 Added 19.24%
8,554 $473,000
Q3 2021

Nov 12, 2021
SELL
$45.79 - $54.81 $405,928 - $485,890
-8,865 Reduced 55.27%
7,174 $374,000
Q2 2021

Aug 09, 2021
BUY
$47.07 - $56.19 $52,294 - $62,427
1,111 Added 7.44%
16,039 $864,000
Q1 2021

Apr 30, 2021
BUY
$37.96 - $53.57 $566,666 - $799,692
14,928 New
14,928 $732,000
Q4 2020

Jan 29, 2021
SELL
$27.71 - $41.6 $185,740 - $278,844
-6,703 Closed
0 $0
Q3 2020

Oct 13, 2020
BUY
$29.95 - $38.58 $9,164 - $11,805
306 Added 4.78%
6,703 $201,000
Q2 2020

Jul 16, 2020
BUY
$27.62 - $46.86 $176,685 - $299,763
6,397 New
6,397 $242,000
Q1 2020

May 13, 2020
SELL
$23.57 - $60.87 $106,889 - $276,045
-4,535 Closed
0 $0
Q4 2019

Feb 20, 2020
SELL
$55.9 - $61.99 $152,830 - $169,480
-2,734 Reduced 37.61%
4,535 $272,000
Q3 2019

Oct 29, 2019
SELL
$59.2 - $63.13 $110,704 - $118,053
-1,870 Reduced 20.46%
7,269 $430,000
Q2 2019

Aug 02, 2019
SELL
N/A
-1,040 Reduced 10.22%
9,139 $578,000
Q1 2019

May 13, 2019
SELL
N/A
-1,896 Reduced 15.7%
10,179 $3.2 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-363,055 Reduced 96.78%
12,075 $693,000
Q3 2018

Oct 19, 2018
SELL
N/A
-647,505 Reduced 63.32%
375,130 $5.5 Million
Q2 2018

Jul 20, 2018
BUY
N/A
1,016,003 Added 15319.71%
1,022,635 $13.7 Million
Q1 2018

Apr 24, 2018
BUY
N/A
1,410 Added 27.0%
6,632 $448,000
Q4 2017

Feb 09, 2018
SELL
N/A
-278 Reduced 5.05%
5,222 $393,000
Q3 2017

Nov 14, 2017
SELL
N/A
-1,200 Reduced 17.91%
5,500 $381,000
Q2 2017

Aug 11, 2017
BUY
N/A
6,700
6,700 $431,000

Others Institutions Holding XLE

# of Institutions
2,134
Shares Held
218M
Call Options Held
58.2M
Put Options Held
115M
View Full List

About ENERGY SECTOR SPDR

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