A detailed history of Creative One Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Creative One Wealth, LLC holds 74,436 shares of XLE stock, worth $6.51 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
74,436
Previous 44,358 67.81%
Holding current value
$6.51 Million
Previous $4.04 Million 61.64%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Nov 13, 2024

BUY
$84.35 - $93.39 $2.54 Million - $2.81 Million
30,078 Added 67.81%
74,436 $6.54 Million
Q2 2024

Aug 14, 2024

SELL
$88.04 - $98.08 $1.55 Million - $1.73 Million
-17,606 Reduced 28.41%
44,358 $4.04 Million
Q1 2024

May 14, 2024

BUY
$79.91 - $94.41 $1.63 Million - $1.93 Million
20,422 Added 49.16%
61,964 $5.85 Million
Q4 2023

Feb 09, 2024

SELL
$81.2 - $91.96 $304,500 - $344,850
-3,750 Reduced 8.28%
41,542 $3.48 Million
Q3 2023

Oct 17, 2023

SELL
$79.09 - $93.36 $3.3 Million - $3.89 Million
-41,681 Reduced 47.92%
45,292 $4.09 Million
Q2 2023

Aug 16, 2023

BUY
$76.59 - $87.23 $11,105 - $12,648
145 Added 0.17%
86,973 $7.06 Million
Q2 2023

Aug 14, 2023

SELL
$76.59 - $87.23 $1.82 Million - $2.07 Million
-23,707 Reduced 21.45%
86,828 $6.74 Million
Q1 2023

May 15, 2023

SELL
$76.97 - $93.11 $1.02 Million - $1.23 Million
-13,193 Reduced 10.66%
110,535 $9.16 Million
Q4 2022

Feb 14, 2023

SELL
$76.09 - $94.08 $83,851 - $103,676
-1,102 Reduced 0.88%
123,728 $10.8 Million
Q3 2022

Nov 14, 2022

BUY
$67.49 - $84.09 $3.78 Million - $4.71 Million
56,001 Added 81.36%
124,830 $8.99 Million
Q2 2022

Aug 12, 2022

BUY
$70.66 - $92.28 $970,515 - $1.27 Million
13,735 Added 24.93%
68,829 $4.92 Million
Q1 2022

May 13, 2022

SELL
$57.22 - $78.75 $1.22 Million - $1.68 Million
-21,395 Reduced 27.97%
55,094 $4.21 Million
Q4 2021

Feb 15, 2022

BUY
$53.01 - $59.14 $1.98 Million - $2.21 Million
37,397 Added 95.66%
76,489 $4.25 Million
Q3 2021

Nov 16, 2021

SELL
$45.79 - $54.81 $940,618 - $1.13 Million
-20,542 Reduced 34.45%
39,092 $2.04 Million
Q2 2021

Aug 13, 2021

BUY
$47.07 - $56.19 $1.19 Million - $1.42 Million
25,194 Added 73.15%
59,634 $3.21 Million
Q1 2021

May 17, 2021

SELL
$37.96 - $53.57 $3.61 Million - $5.1 Million
-95,111 Reduced 73.42%
34,440 $1.69 Million
Q4 2020

Feb 12, 2021

BUY
$27.71 - $41.6 $2.19 Million - $3.28 Million
78,955 Added 156.05%
129,551 $4.91 Million
Q3 2020

Nov 13, 2020

BUY
$29.95 - $38.58 $1.52 Million - $1.95 Million
50,596 New
50,596 $1.52 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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