Dakota Wealth Management Energy Sector Spdr Transaction History

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025

A detailed history of Dakota Wealth Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 150,934 shares of XLE stock, worth $12.2 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
150,934
Previous 151,898 0.63%
Holding current value
$12.2 Million
Previous $13 Million 8.4%
% of portfolio
0.34%
Previous 0.31%

Shares

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

May 01, 2025
SELL
$85.7 - $93.96 $82,614 - $90,577
-964 Reduced 0.63%
150,934 $14.1 Million
Q4 2024

Jan 17, 2025
SELL
$83.32 - $97.27 $82,153 - $95,908
-986 Reduced 0.64%
151,898 $13 Million
Q3 2024

Oct 23, 2024
SELL
$84.35 - $93.39 $278,355 - $308,187
-3,300 Reduced 2.11%
152,884 $13.4 Million
Q2 2024

Jul 19, 2024
SELL
$88.04 - $98.08 $230,928 - $257,263
-2,623 Reduced 1.65%
156,184 $14.2 Million
Q1 2024

Apr 24, 2024
BUY
$79.91 - $94.41 $326,352 - $385,570
4,084 Added 2.64%
158,807 $15 Million
Q4 2023

Jan 30, 2024
SELL
$81.2 - $91.96 $112,543 - $127,456
-1,386 Reduced 0.89%
154,723 $13 Million
Q3 2023

Oct 23, 2023
BUY
$79.09 - $93.36 $138,328 - $163,286
1,749 Added 1.13%
156,109 $14.1 Million
Q2 2023

Jul 31, 2023
BUY
$76.59 - $87.23 $10.4 Million - $11.9 Million
136,307 Added 755.04%
154,360 $12.5 Million
Q1 2023

Apr 14, 2023
SELL
$76.97 - $93.11 $51,492 - $62,290
-669 Reduced 3.57%
18,053 $1.5 Million
Q4 2022

Feb 07, 2023
BUY
$76.09 - $94.08 $87,123 - $107,721
1,145 Added 6.51%
18,722 $1.64 Million
Q3 2022

Nov 10, 2022
BUY
$67.49 - $84.09 $1.19 Million - $1.48 Million
17,577 New
17,577 $1.27 Million

Others Institutions Holding XLE

# of Institutions
2,188
Shares Held
231M
Call Options Held
57.9M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email