Evoke Wealth, LLC Energy Sector Spdr Transaction History

Evoke Wealth, LLC

$3.83 Trillion
Q1 2025

A detailed history of Evoke Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Evoke Wealth, LLC holds 12,400 shares of XLE stock, worth $1.02 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,400

Previous 110,545 88.78%

Holding current value

$1.02 Million

Previous $9.47 Billion 87.76%

% of portfolio

0.03%

Previous 0.26%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$85.7 - $93.96 $8.41 Million - $9.22 Million	-98,145 Reduced 88.78%	12,400 $1.16 Billion
Q4 2024 Feb 10, 2025	SELL	$83.32 - $97.27 $424,765 - $495,882	-5,098 Reduced 4.41%	110,545 $9.47 Billion
Q3 2024 Nov 13, 2024	BUY	$84.35 - $93.39 $9.75 Million - $10.8 Million	115,643 New	115,643 $10.2 Billion
Q1 2024 May 15, 2024	BUY	$79.91 - $94.41 $360,713 - $426,166	4,514 Added 2.27%	203,381 $19.2 Million
Q4 2023 Feb 12, 2024	BUY	$81.2 - $91.96 $15.1 Million - $17.2 Million	186,558 Added 1515.62%	198,867 $16.7 Million
Q3 2023 Nov 13, 2023	SELL	$79.09 - $93.36 $461,964 - $545,315	-5,841 Reduced 32.18%	12,309 $1.11 Million
Q2 2023 Aug 09, 2023	SELL	$76.59 - $87.23 $68,088 - $77,547	-889 Reduced 4.67%	18,150 $1.47 Million
Q1 2023 May 08, 2023	BUY	$76.97 - $93.11 $97,520 - $117,970	1,267 Added 7.13%	19,039 $1.58 Million
Q4 2022 Feb 10, 2023	SELL	$76.09 - $94.08 $24,348 - $30,105	-320 Reduced 1.77%	17,772 $1.55 Million
Q3 2022 Nov 07, 2022	BUY	$67.49 - $84.09 $3,711 - $4,624	55 Added 0.3%	18,092 $1.3 Million
Q2 2022 Aug 04, 2022	SELL	$70.66 - $92.28 $28.4 Million - $37.1 Million	-402,270 Reduced 95.71%	18,037 $1.29 Million
Q1 2022 May 10, 2022	SELL	$57.22 - $78.75 $3,375 - $4,646	-59 Reduced 0.01%	420,307 $32.1 Million
Q4 2021 Feb 09, 2022	BUY	$53.01 - $59.14 $21.7 Million - $24.2 Million	409,788 Added 3873.96%	420,366 $23.3 Million
Q3 2021 Nov 12, 2021	SELL	$45.79 - $54.81 $813,413 - $973,644	-17,764 Reduced 62.68%	10,578 $551,000
Q2 2021 Aug 05, 2021	BUY	$47.07 - $56.19 $278,136 - $332,026	5,909 Added 26.34%	28,342 $1.53 Million
Q1 2021 May 13, 2021	SELL	$37.96 - $53.57 $152,864 - $215,726	-4,027 Reduced 15.22%	22,433 $1.1 Million
Q4 2020 Feb 12, 2021	BUY	$27.71 - $41.6 $262,025 - $393,369	9,456 Added 55.61%	26,460 $1 Million
Q3 2020 Nov 13, 2020	SELL	$29.95 - $38.58 $16,173 - $20,833	-540 Reduced 3.08%	17,004 $509,000
Q2 2020 Aug 10, 2020	BUY	$27.62 - $46.86 $298,019 - $505,619	10,790 Added 159.76%	17,544 $664,000
Q1 2020 May 07, 2020	BUY	$23.57 - $60.87 $159,191 - $411,115	6,754 New	6,754 $196 Million
Q4 2019 Feb 07, 2020	SELL	$55.9 - $61.99 $499,857 - $554,314	-8,942 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$59.2 - $63.13 $529,366 - $564,508	8,942 New	8,942 $529 Million

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

More about XLE

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