Epg Wealth Management LLC Energy Sector Spdr Transaction History

Epg Wealth Management LLC

$359 Billion
Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Epg Wealth Management LLC holds 21,929 shares of XLE stock, worth $1.8 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

21,929

Previous 21,670 1.2%

Holding current value

$1.8 Million

Previous $1.86 Billion 10.4%

% of portfolio

0.57%

Previous 0.49%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$85.7 - $93.96 $22,196 - $24,335	259 Added 1.2%	21,929 $2.05 Billion
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $209,466 - $244,536	-2,514 Reduced 10.4%	21,670 $1.86 Billion
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $2.04 Million - $2.26 Million	24,184 New	24,184 $2.12 Billion
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $2.46 Million - $2.74 Million	-27,924 Closed	0 $0
Q1 2024 May 14, 2024	SELL	$79.91 - $94.41 $7,511 - $8,874	-94 Reduced 0.34%	27,924 $2.64 Million
Q4 2023 Feb 14, 2024	SELL	$81.2 - $91.96 $139,988 - $158,539	-1,724 Reduced 5.8%	28,018 $2.35 Million
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $37,725 - $44,532	477 Added 1.63%	29,742 $2.69 Million
Q2 2023 Aug 15, 2023	SELL	$76.59 - $87.23 $19,836 - $22,592	-259 Reduced 0.88%	29,265 $2.38 Million
Q1 2023 May 15, 2023	SELL	$76.97 - $93.11 $114,223 - $138,175	-1,484 Reduced 4.79%	29,524 $2.45 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $104,167 - $128,795	1,369 Added 4.62%	31,008 $2.71 Million
Q3 2022 Nov 15, 2022	SELL	$67.49 - $84.09 $1.11 Million - $1.38 Million	-16,409 Reduced 35.63%	29,639 $2.14 Million
Q2 2022 Aug 15, 2022	SELL	$70.66 - $92.28 $11,234 - $14,672	-159 Reduced 0.34%	46,048 $3.29 Million
Q1 2022 May 10, 2022	BUY	$57.22 - $78.75 $35,476 - $48,825	620 Added 1.36%	46,207 $3.53 Million
Q4 2021 Feb 14, 2022	BUY	$53.01 - $59.14 $373,455 - $416,641	7,045 Added 18.28%	45,587 $2.53 Million
Q3 2021 Nov 15, 2021	BUY	$45.79 - $54.81 $25,733 - $30,803	562 Added 1.48%	38,542 $2.01 Million
Q2 2021 Aug 09, 2021	BUY	$47.07 - $56.19 $1.79 Million - $2.13 Million	37,980 New	37,980 $2.05 Million
Q2 2020 Aug 06, 2020	SELL	$27.62 - $46.86 $33,530 - $56,888	-1,214 Closed	0 $0
Q1 2020 May 05, 2020	BUY	$23.57 - $60.87 $2,498 - $6,452	106 Added 9.57%	1,214 $35,000
Q4 2019 Feb 14, 2020	BUY	$55.9 - $61.99 $61,937 - $68,684	1,108 New	1,108 $67,000

Others Institutions Holding XLE

# of Institutions

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Energy Sector Spdr Transaction History