A detailed history of Future Financial Wealth Managment LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 3,310 shares of XLE stock, worth $293,133. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,310
Previous 3,309 0.03%
Holding current value
$293,133
Previous $290,000 2.41%
% of portfolio
0.21%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025

BUY
$83.32 - $97.27 $83 - $97
1 Added 0.03%
3,310 $283,000
Q2 2024

Jul 16, 2024

BUY
$88.04 - $98.08 $4,402 - $4,904
50 Added 1.53%
3,309 $301,000
Q1 2024

Apr 15, 2024

BUY
$79.91 - $94.41 $79 - $94
1 Added 0.03%
3,259 $307,000
Q3 2023

Oct 20, 2023

SELL
$79.09 - $93.36 $28,630 - $33,796
-362 Reduced 10.0%
3,258 $294,000
Q2 2023

Jul 18, 2023

SELL
$76.59 - $87.23 $137,325 - $156,403
-1,793 Reduced 33.12%
3,620 $293,000
Q1 2023

Apr 04, 2023

SELL
$76.97 - $93.11 $760,309 - $919,740
-9,878 Reduced 64.6%
5,413 $448,000
Q4 2022

Jan 05, 2023

SELL
$76.09 - $94.08 $28,381 - $35,091
-373 Reduced 2.38%
15,291 $0
Q3 2022

Oct 13, 2022

SELL
$67.49 - $84.09 $286,427 - $356,877
-4,244 Reduced 21.32%
15,664 $1.12 Million
Q1 2022

May 03, 2022

SELL
$57.22 - $78.75 $224,416 - $308,857
-3,922 Reduced 16.46%
19,908 $1.52 Million
Q4 2021

Jan 07, 2022

BUY
$53.01 - $59.14 $1.26 Million - $1.41 Million
23,830 New
23,830 $1.36 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Future Financial Wealth Managment LLC Portfolio

Follow Future Financial Wealth Managment LLC 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 Future Financial Wealth Managment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Future Financial Wealth Managment LLC with notifications on news.