A detailed history of Cwc Advisors, Llc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 40,553 shares of XLE stock, worth $3.26 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
40,553
Previous 30,087 34.79%
Holding current value
$3.26 Million
Previous $2.58 Billion 47.04%
% of portfolio
2.16%
Previous 2.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

BUY
$85.7 - $93.96 $896,936 - $983,385
10,466 Added 34.79%
40,553 $3.79 Billion
Q4 2024

Mar 18, 2025

BUY
$83.32 - $97.27 $174,472 - $203,683
2,094 Added 7.48%
30,087 $2.58 Billion
Q3 2024

Oct 23, 2024

BUY
$84.35 - $93.39 $2.36 Million - $2.61 Million
27,993 New
27,993 $2.46 Billion

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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