A detailed history of Gateway Wealth Partners, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 5,556 shares of XLE stock, worth $500,595. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,556
Previous 6,843 18.81%
Holding current value
$500,595
Previous $574 Million 8.58%
% of portfolio
0.19%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$79.91 - $94.41 $102,844 - $121,505
-1,287 Reduced 18.81%
5,556 $525 Million
Q4 2023

Feb 13, 2024

SELL
$81.2 - $91.96 $134,142 - $151,917
-1,652 Reduced 19.45%
6,843 $574 Million
Q3 2023

Nov 14, 2023

BUY
$79.09 - $93.36 $8,067 - $9,522
102 Added 1.22%
8,495 $768 Million
Q2 2023

Aug 14, 2023

BUY
$76.59 - $87.23 $102,171 - $116,364
1,334 Added 18.9%
8,393 $681 Million
Q1 2023

May 10, 2023

SELL
$76.97 - $93.11 $17,472 - $21,135
-227 Reduced 3.12%
7,059 $585 Million
Q4 2022

Feb 15, 2023

BUY
$82.68 - $94.08 $602,406 - $685,466
7,286 New
7,286 $637 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


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