Fwl Investment Management, LLC Energy Sector Spdr Transaction History

Fwl Investment Management, LLC

$273 Million
Q4 2024

A detailed history of Fwl Investment Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Fwl Investment Management, LLC holds 223 shares of XLE stock, worth $20,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares

223

Previous 243 8.23%

Holding current value

$20,631

Previous $21,000 9.52%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$83.32 - $97.27 $1,666 - $1,945	-20 Reduced 8.23%	223 $19,000
Q3 2024 Nov 14, 2024	SELL	$84.35 - $93.39 $529,043 - $585,742	-6,272 Reduced 96.27%	243 $21,000
Q2 2024 Aug 13, 2024	SELL	$88.04 - $98.08 $53,352 - $59,436	-606 Reduced 8.51%	6,515 $593,000
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $118,666 - $140,198	-1,485 Reduced 17.26%	7,121 $672,000
Q4 2023 Feb 13, 2024	BUY	$81.2 - $91.96 $675,502 - $765,015	8,319 Added 2898.61%	8,606 $721,000
Q3 2023 Nov 13, 2023	BUY	$79.09 - $93.36 $22,698 - $26,794	287 New	287 $25,000
Q1 2023 May 10, 2023	BUY	$76.97 - $93.11 $204,586 - $247,486	2,658 Added 7.16%	39,758 $3.29 Million
Q4 2022 Feb 14, 2023	BUY	$76.09 - $94.08 $2.81 Million - $3.48 Million	36,947 Added 24148.37%	37,100 $3.25 Million
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $10,325 - $12,865	153 New	153 $11,000

Others Institutions Holding XLE

# of Institutions

2,179

Shares Held

231M

Call Options Held

58M

Put Options Held

98.1M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Fwl Investment Management, LLC Energy Sector Spdr Transaction History