Fourth Dimension Wealth, LLC Energy Sector Spdr Transaction History

Fourth Dimension Wealth, LLC

  • $237 Billion
  • Q2 2025

A detailed history of Fourth Dimension Wealth, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fourth Dimension Wealth, LLC holds 14,143 shares of XLE stock, worth $1.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
14,143
Previous 13,856 2.07%
Holding current value
$1.2 Million
Previous $1.29 Billion 7.37%
% of portfolio
0.51%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$76.44 - $94.13 $21,938 - $27,015
287 Added 2.07%
14,143 $1.2 Billion
Q1 2025

Apr 23, 2025
SELL
$85.7 - $93.96 $815,435 - $894,029
-9,515 Reduced 40.71%
13,856 $1.29 Billion
Q4 2024

Feb 18, 2025
BUY
$83.32 - $97.27 $1.95 Million - $2.27 Million
23,371 New
23,371 $2.02 Billion

Others Institutions Holding XLE

# of Institutions
2,105
Shares Held
455M
Call Options Held
50.4M
Put Options Held
121M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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