A detailed history of Flywheel Private Wealth LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Flywheel Private Wealth LLC holds 11,322 shares of XLE stock, worth $1.04 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,322
Previous 6,367 77.82%
Holding current value
$1.04 Million
Previous $569 Million 11.01%
% of portfolio
0.32%
Previous 0.44%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026

BUY
$85.22 - $92.02 $422,265 - $455,959
4,955 Added 77.82%
11,322 $506 Million
Q2 2025

Jul 17, 2025

SELL
$76.44 - $94.13 $44,564 - $54,877
-583 Reduced 8.39%
6,367 $540 Million
Q1 2025

Apr 15, 2025

BUY
$85.7 - $93.96 $8,570 - $9,396
100 Added 1.46%
6,950 $650 Million
Q4 2024

Jan 14, 2025

BUY
$83.32 - $97.27 $570,742 - $666,299
6,850 New
6,850 $587 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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